Ready Homebuyers? The Fed’s New “No Urgency” Mantra Is A Gift.

If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.

You Can’t Always Get What You Want… But If You Try Sometimes

With markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?

Inflation: Increase assets, borrow, and lock in debits.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

Tax Loss Harvesting: Give Thanks And Slice Your Pie

Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.

Take this job and shove it!? Measure twice, cut once.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

Rising Rates, Sinking Values: Are Bonds Dead?

Since 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.

Revisiting - Dividends: Evolve Beyond Yield

Revisiting the conundrum for income investors in today’s low-interest rate environment.

2020 - The Worst Year Ever… Really?

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, InvestingGlenn BrownJanuary 2, 2021Aging Parents, Asset Allocation, Sandwichers, Tax Planning, Savings, Trusts, Tax Deadlines, taxes, Technology, Best Practice, Budget, Rebalancing, Debt Management, Cash Flows, Estate Planning, Employee Benefits, Economy, family, Financial Planning, Focus on your why, Goals, Health, House, Interest Rates, Investing, Investment Management, Will, 401(k), Raising Kids, Kids, Experience Spending, Life Insurance, Local Town Pages, College Refunds, Mortgage, Markets, Roth IRA, Priorities, Required Minimum Distributions, Home Equity Line of Credit, Refinancing, Retirement, Roth Conversion, IRAs, Student Debt, Student Loans, CARES Act, children, Caring for aging parents, Traditional IRA, Total Return, Taxes, Your Money Your Independence

Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.

Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, BudgetingGlenn BrownJune 30, 2020Aging Parents, Asset Allocation, Sandwichers, Capital Gains, Tax Planning, Savings, Student Debt, Small Business Owners, Student Loans, Budget, Best Practice, Rebalancing, Debt Management, College Planning, children, College, Caring for aging parents, Economy, Goals, Employee Benefits, Focus on your why, Financial Planning, Fee-Only Fiduciary, Education, Guardianship, Mortgage, Health, Healthcare, Home Equity Line of Credit, HELOC, IRAs, Investing, Investment Management, IRA Withdrawals, 401(k), Raising Kids, Work Benefits, Kids, Local Town Pages, Markets, Interest Rates, Income Streams, Total Return, Portfolios, Priorities, Refinancing, Retirement, Roth IRA, Roth Conversion, Estate Planning, Traditional IRA, Your Money Your Independence, Dividend Growth, Tax-Loss Harvesting, Yields

Proactive Planning and Health Remain Critical

Putting off your health or planning over fear isn’t the “new normal”.

Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines.

Be Proactive and Less Reactive

Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.

Why Dividend Growth Matters

Can a low dividend yield be more favorable over the long-term?

Teaching Your Kids About Money

Fun ways to embrace budgeting, power of saving & philanthropy.

Budgeting, College Planning, PhilanthropyGlenn BrownMarch 1, 2019Kids, College Planning, Your Money Your Independence, Philanthropy, Budget, Savings, Sandwichers, children, family, grandchildren, Minors, Interest Rates

Determining Your Interests on Interest Rates

Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.