The new year is the perfect time to refresh your financial goals and gain better control over your money. Whether you’re planning for the long term or just looking to simplify your finances, organizing your financial life can bring peace of mind. Here are five key steps to get your finances in shape for 2025. [...]
When life throws us a curveball, whether it’s an unexpected election result or a negative life transition like a death, divorce, or job loss, it can be tempting to wallow in self-pity or obsess about the worst-case scenarios. Neither of these responses benefits our mental health or helps us cope effectively. Instead, we recommend a [...]
As the year draws to a close, it’s time to focus on tax strategies that can minimize your liabilities and optimize your financial position. Acting promptly is crucial, as tax and financial professionals tend to be especially busy during the 4th quarter. Many tax professionals were occupied until after October 15th, working on tax returns [...]
Cybersecurity Awareness Month, observed every October, highlights the importance of online safety. With frequent data breaches, nearly everyone’s data has likely been compromised. The “presumption of breach” principle advises us to assume our data is exposed and focus on proactive measures to secure our financial future. While you can’t prevent data theft, you can control [...]
When my dad fell ill and passed away earlier this year, I received a crash course in end-of-life decisions and estate settlement. While my parents thankfully had a complete set of estate documents and the family generally agreed on what was best for my dad, I realized this was just the tip of the iceberg [...]
After seeing markets close at or near an all-time high in late 2021, 2022 is off to a rough start. Interest rates are set to rise, inflation has been more persistent than initially forecast, Omicron put a damper on the holiday season, new geopolitical risks are looming, and Washington’s Covid stimulus measures appear to be [...]
As the new year begins, now is an excellent time to step back and reflect on how you can improve your relationship with your finances, reduce financial stress, and increase your overall happiness. […]
With the end of the year fast approaching, making charitable donations is on everyone’s mind. Not only to support one’s favorite charities but also to take advantage of the significant tax deductions available to taxpayers in certain circumstances. […]
There is little doubt that cryptocurrency is having a significant impact on the world around us. Indeed, cryptocurrencies are so popular one literally needs to work to not hear about them on a daily basis. It is no wonder the public is clamoring to invest in the next big crypto coin. [...]
