My Two Cents Blog
Smart Money Moves to Make by Age 50
If you approaching 50 years old here are some financial targets to aim for. 1. Speed up paying down debt. You don’t want to be dealing with mounds of debt as you work those last few years before retiring. Calculate your current debt load and start paying off larger debts as soon as you can. This includes […]
2017 Tax Reform: proposed overhaul raises concerns on deficit & abuse of pass-through rate
As reported by Reuters, following the release of a “framework” for tax reform by the Trump Administration and several key Republicans in Congress (see ¶ 2 for more details), a number of critics voiced concerns about how these reforms would affect the deficit. In addition, some commentators noted that the new lower rate for pass-through […]
6 Easy Moves to Make in Your 30s That Will Pay Off Huge Later On
There is no time like the present. Here are some great early life money tips. If you’re in your thirties, odds are your financial situation is a mixed bag. On the one hand, maybe you’ve settled into your career and built a little nest egg. At the same time, you might be juggling student loans, a mortgage, […]
6 Estate Planning Must-Haves
With all this talk about the estate tax repeal here are 6 documents that you still will need in place. Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate planning in order to make certain all of your assets are transferred seamlessly […]
6 tips for financial planning in your 40s
Here are some helpful slides that appeared on bankrate.com about Financial planning in your 40s If you’re in your 40s, you could be considered either a late baby boomer or a member of Generation X. Either way, you’re at a time in your life when you’re putting youth aside and should be doing some financial […]
Financial Advice I Would Give My Twenty-Year-Old Self
What financial advice would you give to your twenty-year-old self? My twenty-two-year old son recently asked me that very question. My first thought was that he must not have been listening, because as a financial planner, I have constantly given him financial advice since he knew a dime was worth more than a nickel even […]
