At some point in life, we encounter times when we need to buckle down and get busy organizing finances. Whether it be paperwork, investment accounts or due to a life altering event such as; loss of spouse or divorce. Either way, financial implications cause us to make every effort to take back control. Here is […]
There’s still time to make a regular IRA contribution for 2015! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2015 ($6,500 if you were age 50 by December 31, 2015). For most taxpayers, the contribution deadline for 2015 is April 18, 2016 (April 19, 2016, if […]
Question: Which of these can you relate to in your own life when working with your finances?
“Open to Hope Radio Show – Finances After Loss”
by Open to Hope
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Do you ever wonder why some people seem to do well with money, while others do not? Money is a primary factor in each of our lives. Are you at peace with where you’re at? You may be surprised to learn that the difference between these two types of people has a lot to do […]
People always ask me how long they should keep their tax returns? So, is the 7 year rule of thumb fact or fiction? What about those quarterly and annual statements you get about your investment accounts? And how long to keep bank statements before throwing them away? One year? Three years? Seven years? You […]
Risk means different things to different people in investing. It can mean the possibility of losing money. It can mean the set back of a disappointing return. Whatever the case, ‘risk’ spells D.A.N.G.E.R. when it comes to investing, right? That’s why, I’m here to tell you that it’s oh-so-important to put in place some important […]
Every single day we ask ourselves ‘money’ questions. Should I buy this? How can I save more? I really want to achieve this dream, but how? My retirement portfolio stinks, I wish I knew what to do with these stock pickings? Over the last decade,as an adviser in personal finance I’ve collected a list of […]
One of my favorite pass times is reading. Naturally, you might suspect that since I’m passionate about Financial Planning I’ve read a few books on the subject. It’s true! But one does not need to be giddy about their personal finances to be inspired by a few great reads. Yes, I said it, INSPIRED! If […]
January. A time for new goals and resolutions to be set and obtained. If you are anything like me, I have big time aspirations to accomplish many things. But often times, if I’m not intentional those ideas get pushed to the wayside when other pressing matters come to the surface. Thus, I decided to provide […]