Your Biggest Financial Threat in Retirement Might Surprise You
Your Biggest Financial Threat in Retirement Might Surprise You By Yvonne Marsh, CFP®, CPA While most retirees worry about stock market downturns, an even bigger financial threat is an unexpected health event that [...]
What’s Hiding in your Bond Portfolio?
What's Hiding in your Bond Portfolio?FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to rate themselves as to how financially knowledgeable they think they are. In [...]
Q&A From Our Life Transitions e-Mailbag
Q&A From Our Life Transitions e-Mailbag In our continuing e-Mailbag series, here are some new real-life questions and answers to share with you: Question: Do I still have to pay a penalty in [...]
Update your Tax Strategies
Now is the Time to Update your Tax Strategies By Yvonne Marsh, CFP®, CPA Updating financial and tax strategies is always a good idea, but with the implementation of the Tax Cuts and [...]
Q&A From Our Life Transitions e-Mailbag
Q&A From Our Life Transitions e-Mailbag We regularly get questions from people trying to manage financial transitions in their lives. I thought I would share some of these real-life scenarios as a collaborative [...]
Q4 2017 Market Review
The U.S. economy finished 2017 with another strong quarter. GDP grew at an annual rate of 3.2% in the third quarter (the fourth quarter is still being tallied) and is estimated [...]