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Wednesday, June 3, 2020

Hi and thanks for tuning in again for my weekly thoughts! Everyone you and I have ever met has been affected by the coronavirus. My extended family in Carbondale, IL, the Ravens, the folks I met in Croatia while traveling. It’s...

 

Wednesday, May 27, 2020

Hello and thanks for joining me for my weekly thoughts! Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard me say before, no one knows how the future will play out, but we should...

 

Tuesday, May 19, 2020

I hope you’re safe and well. It’s been weeks since we had to change our normal day-to-day conditions and, like many, I'm feeling the strain of upended life. How about you? Are you ready to venture out again? I thought...

 

Friday, May 17, 2019

Are you in or nearing retirement? Are you feeling underprepared or overwhelmed? Guess what?! You're not alone. Everyone wants to be the couple above in retirement, relaxing with cucumber masks and green juice in hand, but many people...

 

Monday, April 22, 2019

No matter how successful you may be, it’s essential to remember that there are always people around you who are struggling. Whether it be medically, financially, mentally, or emotionally – struggle is a constant numb pain...

 

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Thursday, March 28, 2019

CNBC shared some helpful and timely tips. Whether you hold a 401(k) or an IRA, if you turned 70½ in 2018, you have until April 1 to take your first required minimum distribution, or RMD, from this account. Failure to take the...

 

Tuesday, March 19, 2019

There are some write-offs you may not have known about and could apply to your situation. Expenses such as the cost of a wedding location or fixing up a historic home can be deducted — depending on the circumstances. The...

 

Friday, March 15, 2019

Q: Does the penalty for using health savings account money for non-medical expenses disappear entirely at age 65? Does that mean I could withdraw the money after age 65 for a vacation and just pay taxes on the money, like I would with...

 

Friday, March 15, 2019

The NCAA Division I men’s basketball tournament—better known, along with the women's tournament, as March Madness—is one of the most exciting sporting events on the calendar. From Selection Sunday (March 17) to the...