Quarantined at Home?
We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you can do to be productive? Check out some things […]
Continue reading ›How to Cope with Quarantine
During these extraordinary times, we understand that it can be difficult to not spend your time worrying and bored. Many people are now spending majority of their time at home bored and looking for activities to do – so what can you do with all this new time on your hands? Check out some things […]
Continue reading ›Congress Passed a Stimulus Package – Now What?
We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus Aid, Relief and Economic Security Act (CARES Act). […]
Continue reading ›Coronavirus and the Markets
We hope you’re healthy and holding up well with the news regarding the markets and the coronavirus. Much of the panic in the news and markets comes from the fact that nobody knows how bad the coronavirus will be. Unfortunately, when the markets are nervous, they tend to go down quickly. We’re assuming that we’ll […]
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How Investing in your Health can lead to Greater Wealth
Our generations are fortunate enough to be educated on what to eat, what to avoid and know the importance of exercise and staying active. These are all actions to help us live longer. At the same time, advances in medicine to help extend our lives are being made. So, what does this have to do […]
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Financial New Year Resolutions
The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down the big goal into […]
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Tips for Choosing Employee Benefits, Part I
If you are changing jobs or simply approaching open enrollment season for your employee benefits, selecting the right options for you and your family can be stressful. Whether it involves utilizing a Health Savings Account (HSA) with your health plan or deciding how much to contribute to your 401(k), the selections you make every year […]
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Financial Planning Strategies Post-Windsor
With marriage now an option for same-sex couples, more favorable planning options are now available. Here’s a quick checklist for same-sex married couples in the wake of the Supreme Court’s United States v. Windsor and Obergefell v. Hodges rulings. Workplace Benefits: Healthcare Spousal healthcare. Check to see whether you or your spouse can receive better […]
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