Grandparents, you know you want to spoil the grandkids, but be mindful of your spending. James discusses some ways to make the most impact and maybe help teach kids about money management while they’re young.
Just like Goldie Locks – you want to get the withholding on your taxes “just right”. If you withhold too much, you’re giving the Government an interest-free loan. If you withhold too little, you’ll get hit with a big tax bill when you file your taxes.
Early February of 2018 – the stock market was crashing and there seemed to be a lot of concern. If you look at the numbers, it’s the biggest single drop ever, but if you look at percentages, it is not. James says short term investor emotions caused the market crash and that nothing is driving this drop […]
Financial Advise for Valentines Day?! How can that be romantic? Well, check out this video and YOU decide… Whether you’re just starting a new romance or spending your 30th Valentine’s Day together, James has some things for you to think about as your built (or maintain) your financial future with someone you love. Happy Valentine’s […]
How much should I be saving for retirement? How much money do I need to retire? Big questions! In James’ recent appearance on FOX4TV, he tackles some of those questions with some simple rules-of-thumb to help you get started on the path to a successful retirement (and how to know when you have enough)! See […]
Now that the Tax Cuts and Job Act – AKA Tax Reform is now signed into law, what does that mean to you?! Check out this video clip of James’ interview on FOX4’s morning show where he summarizes the big impacts of the new tax laws and what this could mean to you.
Get into the holiday spirit, but don’t blow the budget! The holiday season is a great time to get together with family and friends, but beware of extra expenses during the holiday season. Make a plan – don’t just “wing it”, talk with loved ones about gift limits, make a list of who you’re giving […]
Great News! We’re living longer – 11% of healthy 65 year olds are expected to live to 100. However, long-term care costs are the number one reason retirees declare bankruptcy (poor planning can leave the health spouse in shambles). Here are some tips to help avoid some of these perils: Prepare early be getting insured […]
How will tax reform affect you and your retirement?! Tax reform is on the agenda in 2017 and be aware of its impact to your retirement savings. At this time it appears that the 401k deduction of up to $18,500 is safe. Make sure you maximize your 401k for tax savings and maximize your employer […]
Finances are a big taboo for many families. 40% of retirees report they haven’t discussed any finances with their kids. You can use the Thanksgiving holiday as an opportunity to have a family meeting. Make sure you keep the conservation simple at first. You should discuss legal documents, healthcare protection, income and expenses and your financial […]
We call this process The Journey.