If you’re self-employed or own your own business, I’m betting your tax preparer already asked you about contributing to a retirement plan as a way to lower your taxable income. And, I’m also betting they recommended a SEP IRA (SEP stands for Simplified Employee...
What are you doing to ensure your children will have everything it takes to be financially successful? There are some simple lessons that all parents can start teaching their kids early on that go way beyond the basics of saving money and earning an allowance. Steve...
You know those parts of your life that seem stuck in a rut? Instead of taking action, you’re likely tolerating the static situation. Your rut might be about your diet or fitness level. Perhaps it’s a particularly challenging relationship. It might even be intangible,...
Good morning and happy Friday! Quality of life during retirement and end-of-life planning are some of the top concerns my clients have. I put together this infographic to help you map out what steps you can take to ensure you won't outlive your money, and be able to...
Think your martini's the only thing on the rocks? Think again. Now, thanks to a recent executive action, the unified fiduciary standard might be too. What does it mean to you? I know you’ve heard this, but there are financial advisors (like me) who act as fiduciaries...
Fall 2017 is less than a year away. Are you armed with strategies to pay less for college? If you want to know how to pay less for college, there are some little known secrets you should pay attention to. It’s easy to get caught up in your child’s senior year...
I'm proud to say that Dr. Markowitz sits on my Investment Committee and that his significant knowledge of the financial markets contributes directly to my client portfolios. This article is adapted and re-printed, with permission. How To Lose Money by Harry Markowitz,...
Note from Hilary: I'm happy to feature expert advice on my blog, especially on ways to protect yourself from identity theft! In this case, I've partnered with Experian, the credit reporting agency, to bring you their best advice to keep yourself, your money and your...
Handling your money effectively can feel like a burden if you don’t have the right systems worked out to handle bills and other financial issues in a timely manner. Here are six fast, easy actions to help you manage your money, as well as free up some all-important...
Despite our better judgments, our spending and saving often boils down to an emotional decision. For example, you just got a raise, making it the perfect opportunity to sock away a little extra in your savings account. Then, you find out that your friends have all...
