The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating, budgeting, and planning your finances is not a static activity, but rather endeavors that need attention on a regular basis in order to be successful. With a
Do you know what days the market closes for 2019? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to track. But I like to keep things easy, so I
Smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. Here are principles that can help fight the urge to make emotional decisions in times of market turmoil.
#7 - Breaking Down the Current State of the Economy For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what actions they should be taking. Today,
Retirement is something that many people do not consider preparing for until their 30s, 40s, 50s or even later. If you are in your 20s you’re probably still trying to navigate your income, expenses, debt and how to make the most of your money, but one thing that should also be on your mind is
I think it’s safe to say that the most infamous mountain in the world to climb is Mount Everest. More than 280 people have lost their lives trying to make it through the clouds to its 29,029-foot summit. Some have made it their life long mission to navigate its dangerous terrain to hopefully get to
#6 - Your 2018 Year-End Financial Checklist: Part 4 How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to
The need to engage in continuous learning is a simple reality for anyone in professional services especially in a field like financial planning, which changes so frequently. This said, I try to go to one to two financial conferences per year in order to stay up to date with industry innovations and