What do a Great Dane and a Toy Poodle have in common? At first glance, seemingly nothing. Side by side these two animals will look comical together. Yet we still categorize them both as dogs because, despite the dramatic difference in appearance and stature, these...
What is the most effective way to invest money for your personal and unique goals while factoring in your comfort with risk? On this podcast, we discuss how the Money Bucket concept provides a simple and excellent framework to determining how to structure...
Spring is here and those of us with a green thumb are deciding what to plant in the garden this year. Planning what you want your garden to look like in the future will determine which seeds you plant in the ground today. Similarly, planning what you want your...
Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your...
Why You Need to Save and Invest for Retirement I am sure you have read articles recommending that you need to save X amount of dollars to retire. While the number provided may be a helpful baseline, much of that advice does not address the reason you need to start...
It is tax time once again! Wouldn’t it be nice to get excited about taxes like many do for the Super Bowl? Could you imagine all the different tax jerseys fans might wear… 1099, W-2, 1030, K-1, etc.? The reality is that few of us get excited about tax...
Life insurance offers protection for one of your most important assets- your ability to earn money. If you were hit by a bus tomorrow, how would that affect the people who depend on you financially? On this podcast we discuss whether you need life insurance, how to...
Happy Holidays! As we gather with friends and family this time of year, many of us will reflect on who and what is important to us. This is a good time to think about estate planning and what persons and organizations we would want to leave our estate too. On this...
When sustainable investing represents 36 percent of all professionally managed investments worldwide, it is certainly something worth learning about. In 1995 sustainable assets totaled $639 billion and just 15 years later, by the beginning of 2020, that amount...
Over the past several years the federal government has been on a spending spree, while at the same time cutting taxes. Does this mean you will be paying more in taxes soon? Modern Monetary Theory vs. Conventional Thinking If you borrow money, you have to pay it...
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