President Biden recently released outlines of a tax plan that he will be asking Congress to convert into law and pass. Like any proposal, it is no sure thing that any of the headline changes make it into a final bill or whether a final bill even sees the light of day. Nevertheless, it’s been [&hel...
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One of the most common questions that comes up when I’m working with clients is how to prioritize debt paydown vs. contributing to (or not pulling from) their investments. The good news is that either choice increases net worth, so the question is better framed as, “what side of the ledger is it...
What do you think about the market? The market has been doing pretty good, huh? The market got hammered today. The market reacted poorly to the latest news out of Washington. The market loves the new legislation in Washington. You’ve almost certainly heard your friends say these phrases or seen th...
Getting a new puppy in the middle of a pandemic was admittedly an impulsive decision. After all, we already had a dog, Luna, who had been the canine-in-chief of our household since 2005. All that changed when Oreo, a pudgy ten-pound pup the size of a football, bounded into our lives. Now, seven mont...
Lately I’ve noticed a certain question popping back up: Is now the right time to be buying into the market? I can’t blame the questioners. We’re currently experiencing one of the longer bull runs in history and there are headlines every day wondering whether prices can really keep going up whi...
If there is anything that this past decade has taught us, it’s that millennials should not be allowed to use social media. We have created some seriously annoying trends. To wit, YOLO and FOMO are two such examples that we are never going to live down. Ignoring our obnoxious need to create and sha...
How much is enough money? It’s a complicated question, without a doubt, but there are several ways we can approach it. We can address it philosophically in the context of a big picture discussion along the lines of “what is the meaning of life?” or “how do you define happiness?” Then there...
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