Valentine’s Day is a time to celebrate love and reflect on how it influences every part of your relationship - even finances.  Choosing to keep them separate is a rising trend, let’s discuss.

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

Resolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.

Over past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.

How to make financial resolutions that lead to successful planning outcomes.

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

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

HSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.

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

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

Use money as a tool, over time you’ve viewed as the sum of their experiences.

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