The X’s and O’s of Financial Planning

By |2023-10-12T17:14:16+00:00October 7th, 2023|General Finance|

The college and NFL seasons are in full swing - and if you're a football fan, you're no stranger to how much goes into every game, every week. Hours and hours of scouting, researching, and planning goes into each team's game plan. Just as your favorite team needs a [...]

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Bracket Busted?

By |2023-04-01T16:17:42+00:00April 1st, 2023|Investing Basics|

It was a rough year for bracket-picking March Madness fans this year (there was not a single, un-blemished bracket among all the major sites), but the agony will soon be over with the Final Four crowing a champion Monday night and putting those busted-brackets and failed picks to bed [...]

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Do I need a will?

By |2022-10-07T03:45:29+00:00October 7th, 2022|Planning|

Do I need a will? Yes. Yes you do. That's usually my default answer when asked this question as it's usually a safe one. But maybe the answer is "most likely." Talking about your untimely death is never as exciting as planning your next vacation, but making sure you [...]

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What should I do if I’m close to retirement and the market drops?

By |2022-05-12T05:14:29+00:00February 1st, 2022|Investing Basics|

No matter what you want to blame it on (Omicron variant, inflation, Ukraine, politics, UFO sitings, etc.), 2022 didn't get off to a very good start in January. We even moved into "a market correction" briefly before a small bump in the last two days of the month. [...]

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What is changing with my 401k investment options?

By |2022-02-10T13:59:46+00:00March 10th, 2021|401k|

Recently, you may have received notifications from Empower about a few changes they are making to the investment options inside your 401k. I'll talk about a few of those changes and try to explain them. As always, if you have questions, feel free to reach out to me [...]

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What investments should I select inside my 401k?

By |2021-10-25T20:31:42+00:00March 10th, 2021|401k|

When you start a new job, there are a lot of things to sort out. That's not including what items you are going to decorate your cubicle with. Should I go with a life-size Darth Vader or mascot of my alma-mater? Besides those important decisions, you also decide [...]

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