The American Rescue Plan Act of 2021 is now a done deal. This third round provides stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.” But what’s the fine print?
Cryptocurrency – Earning, Storing, and Spending (Part 2 of 3)
What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?
Eight “Best/Worst” Wealth Strategies During the Coronavirus
For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted. Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.
Memorial Day: The power of remembering the future – move “regrets” in front of our decisions.
What you need to know about the $2 Trillion CARES Act, also known as the “Coronavirus Relief Package”
The Philosophy of Fees
Planning in the Face of Uncertainty—Part 2
The First Step: The Journey of Financial Planning
What I Learned at The Gathering
The Client 1 Method: Why Market Predictions Can Derail Your Portfolio
Half of a Whole: When You Lose a Spouse
What Really Drives Our Financial Decisions?
Fear and the Fork in the Road: Don’t Let Potentially Negative Outcomes Paralyze Your Decision-Making
Money Management 101 for Kids
Dealing with Our Parents as Elders: The Need for Control—Different Culture, Same Issue
ABC's of Behavioral Biases
Equifax Debacle and 7 Things to Do NOW
Equifax, one of the three credit monitoring services, admitted recently that hackers gained access to the sensitive identify and financial information in their database for 143 million people (44% of the U.S. population). The hackers exploited a website weakness from mid-May to July. Equifax learned of the intrusion on July 29th but did not disclose the information to the public until 40 days later on September 7th. The credit breach is about as bad as you could expect a breach to be. Much of the data acquired is timeless information that could be used for years.
Max Out the Contributions to Your 401(k)? Not Necessarily
Democrats Versus Republicans: Who Gets Better Stock Market Returns?
The argument about which party is better for stock returns has been going on for decades. Leading up to the 2016 presidential election, the argument was made that the stock market does better with a Democratic president than a Republican president. After the election and the subsequent stock market rise, the argument has been made that Donald Trump as president will be great for U.S. stocks. In fact, the Trump administration has taken much of the credit for the great returns thus far in 2017.