When I first set up my financial planning practice two years ago, I decided to obtain the Enrolled Agent designation from the IRS so that I could offer tax preparation services as a value add for my financial...
Learn MoreThose who experience a job transition (voluntary or involuntary) often have annual income levels that vary significantly during the transition period. Income fluctuations can be caused by severance payments,...
Learn MoreIn my financial planning practice I spend a fair amount of time with people in a job transition. Recently I have spoken with a few people who pay for their health insurance through COBRA, not realizing that...
Learn MoreWhole life insurance has received a bad rap in recent years. Some insurance agents may try to sell it to younger couples with children who are better served with low-cost term life insurance. And some people...
Learn MoreThe performance of the market over the last few days has heightened many people’s anxiety about whether the stock market is due for a major correction. For many, the memory of 2008/2009 lingers. No one can...
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