When it comes to Argentina there are a couple of areas we could focus on where their planning is lacking and could be improved. The first is with their economy. Not having a solid economic plan has caused Argentina to repeatedly seek aid from the IMF to avoid a financial crisis. Financial crisis’s
Budgeting In Retirement: Health Care Spending Projection
When it comes to budgeting most think that it is a useful exercise for twenty and thirty year olds looking to get out of debt, or to improve their spending habits. It's good for everyone to have a spending plan, but essential for retirees looking to figure out how much income they are going to need
Tax Update: SALT and Charitable Deductions
One of the most controversial changes that was part of the Tax Cut and Jobs Act of 2017 passed last December was concerning the deduction of state and local income taxes, more commonly known as SALT. Prior to the December change, taxpayers were able to deduct from their federal taxes all
The Cost Of Not Choosing A Guardian For Your Children
I am frequently asked whether or not someone should get a will. It is a good idea for everyone to have a will, however if someone has minor children I feel so strongly about it that I think it should be a requirement to have one so that a guardian can be named. If something happens to both
Summer Key Planning & Investment Deadlines
Summer is here! And it's time for your Summer Key Planning & Investment Deadlines postcard. Every quarter, I like to send out a postcard of all the key financial deadlines heading our way over the next three months. Fortunately, there isn't much required of us over the summer than to play