Just like you might check your car before a summer road trip up north or get the lawn mower tuned up, taking some time for a mid-year financial review helps keep everything running smoothly. Even small tweaks now can make a big difference by year’s end. Think of this as your easy-to-follow tune-up. No jargon….
Keep It Simple Stupid (The KISS Principle to Investing) The KISS Principle is something that I’ve grown up having engrained into my head. If you haven’t been hit over the head with it your entire life, KISS stands for Keep It Simple, Stupid. While this motto has served me well with life in general, it…
Your digital assets should not disappear into a void when you die.
When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they deserve your attention as well.
The Importance of TOD & JTWROS Designations A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a…
Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. #1: Lending money to family & friends. You may know someone who…
Football season is (finally) here. For those of us that love the game, it’s one of the best times of the year. For those that love those of us that love the game, there’s a mutual understanding that football season is here and there might be some distractions on the weekends. Believe it or not,…