As a financial advisor (and a parent) I often talk with families about the importance of financial literacy. But there’s one powerful tool that’s often
Social Security has been a vital part of retirement planning for nearly a century, but if you’re looking ahead, especially as a parent or grandparent,
When markets drop, most investors feel the urge to retreat. But for those who plan ahead, a downturn can create one of the best opportunities
With the Social Security trust fund projected to be depleted by the mid-2030s, policymakers are discussing potential reforms. While no changes have been enacted yet,
If you own a golf cart for personal use, proper insurance coverage often extends beyond your homeowners’ policy. On July 4, 2016, a 16-year-old girl
Individuals can deduct personal losses that aren’t reimbursed by insurance. Your loss is equal to the smaller of the damaged property’s adjusted tax basis[1] or
“Any fool can spend money. But to earn it and save it and defer gratification – then you learn to value it differently.” – David
In June of last year, a man named Geoffrey Holt died at the age of 82. He lived by himself in a trailer park in
With mortgage interest rates hovering around 8%, coupled with high home prices, the cost of purchasing a home has become unaffordable for many people. Meanwhile,
The tail wagging the dog – the smallest or least important part of something in control of the larger or more important elements; a reversal
