Weekly Wrap-up
Is a Do Not Resuscitate (DNR) health order a good idea for you or your loved ones?
Having recently watched my father pass was a horrible experience. My father had been in nursing home care for about a year, and we watched him steadily decline. My family tried everything we could to keep his health robust and provide any medical services that could...
The Federal Reserve leaves rates unchanged
U.S. Treasury yields rose last Wednesday after the Federal Reserve kept rates steady but also hinted that it would implement another rate hike before the end of 2023. As a result, the 2-year Treasury yield increased to 5.167%, up nearly 6 basis points. Meanwhile, the...
It’s too early for tax planning!! Or is it…..
Smart Tax Planning Strategies Most people put off tax planning until the April deadline or end of year statement shuffling and accounting. By then, it’s often more about the last-minute calculating of tax responsibilities, than a more proactive approach. Efficient tax...
Biden’s new student loan repayment plan is here!
Americans with student loan debt have gotten an almost three-year reprieve on their loan payments. As part of the pandemic relief measure, the government paused student loan payments eight times since March 2020. This pause will end August 30, 2023. In 2022, the...
Take a break!! Vacations are imperative…
It can feel like life is a never-ending rollercoaster that leaves us feeling overwhelmed, stressed and frankly unhappy. I’ve been experiencing my own personal chaos – kids growing up and leaving the nest, caring for an elderly parent, ongoing challenges in my...
Are we out of the woods yet, MAAN?
We have seen inflation decline down to 4%, as reported in June 2023. At the same time, we’ve seen the equity markets improve with the S&P 500 Index returning almost 16% and the MSCI EAFE (international) Index returning 11.67% (year to date as of 6/30/2023). ...
Busy Professional? You need a financial partner!
As a busy, independent professional juggling countless responsibilities and commitments, managing your finances can often take a backseat. You don’t know where to start. You get lost trying to fill in a spreadsheet your friend sent you. Or you don’t know who to talk...
Bonds, bonds go away. Come again another day!
Key Takeaways Investment-grade bonds, US Treasury securities, high-yield bonds, floating-rate loans, and stocks of gold miners are among the income investments that may offer opportunities in the second half of 2023. Investing in a wide variety of assets may help...
What is a ‘starter’ credit card and who should use this?
We were recently featured as an 'Expert' by WalletHub and provided our professional insights on who this type of card is best suited for, how they work, the different options for establishing credit and what you should know about these types of cards. A starter...
Could your homeowner’s insurance be at risk?
Last month, insurance giant State Farm (California’s largest insurer) announced it would not issue any new homeowner policies in that state, citing rapidly growing wildfire risk. Days later, another major insurer, Allstate, stated that it had also stopped...
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