Weekly Wrap-up

Estate planning is a vital aspect of your financial plan that often gets overlooked or postponed.   It forces us to look at our mortality and also to answer very difficult questions we’d rather not think about.  Things like, “Who will care for my children?  Who will...

The best online savings accounts can earn you much more when compared to the average brick-and-mortar offerings. Julie Asti, CFP was a featured expert in this article discussing the best online savings accounts ~ what to look for, common mistakes people make, what...

With the introduction of bitcoin exchange-traded funds, and the historic ‘ halving’ of the coin that just occurred, along with the 160% increase in bitcoin’s price in 2023 and more than 50% so far this year — everyone is paying new attention to cryptocurrencies these...

Index and actively managed mutual funds can both provide diversification, ‘professional’ management and convenience.  There are differences between the two types of funds and they each have their own traits, performance and risks. Here are three things to know about...

So far, in 2024, the job market has been getting tougher.  You aren’t imagining it! Layoffs are up, wage growth is slowing down, and unemployment has ticked up to 3.9%. Frustrated job seekers have taken to social media to share their experiences in this market. ...

As we approach the annual tax deadline, you need to be ready to file and either pay taxes or (hopefully!) get a return. For so many of us, the process of filing taxes can be daunting and stressful, but with proper planning and knowledge, you can easily navigate this...

Mental and Financial Fitness:  Easy Stress Reduction Tips Upcoming Webinar 3/27 @ 3pm PST/6pm EST REGISTER NOW! Join us March 27th at 3pm PST/6pm EST for an enlightening discussion on effortlessly transitioning from stress-induced anxiety and reactive negativity to a...

March isn’t just another month for many employees – it’s the season of financial opportunity.  With the arrival of annual bonuses and quarterly RSU distributions, you should consider how to make the most of these windfalls.  Here’s how you can plant the seeds for...

Navigating the Taxation of I Bonds Investing wisely is not just about growing your wealth; it's also about understanding the tax implications of your investments. For many investors, I Bonds presented an attractive option due to their safety (guaranteed by the US...

Is Leap Year a lucky year for stocks? Leap day is here, and investors may be wondering if a date associated with crazy topsy-turvy traditions has any significance for the stock market.  So far in 2024, we’ve experienced a pretty nice stock market rally with the...