by Robert Bartley | Nov 1, 2019 | Financial Planning, Legislation, Markets, Robert Bartley
What’s the connection between government deficits and inflation? I recently wrote regarding a Wall Street Journal headline about continued trillion dollar federal government deficits. (Click here to see the post.) The graph below from Dr. John Hussman...
by Robert Bartley | Oct 9, 2019 | Financial Planning, Living Life, Markets, Robert Bartley
If you’re a Baby Boomer who’s considered selling your house or business, now is the time to do it. That’s because the important supply and demand dynamic is not in your favor – especially if you are selling a McMansion or business. I have been...
by Joanne Tackes | Sep 19, 2019 | Financial Planning, Joanne Tackes, Retirement
Do you have a few extra minutes in your day and really want to make them count? Consider these 5 simple money moves worth completing today. 1) Open an online bank account Online bank accounts typically offer higher interest rates than your corner bank, have great...
by Ashley Rousseau | Sep 4, 2019 | Ashley Rousseau, Career Health, Careers, Financial Planning
Finding a fee-only, family-friendly advisor is like striking gold for thinking through your finances and managing your wealth. Getting to work as that advisor is just as worthwhile. Trust me on that! My Background I graduated from the University of New Hampshire with...
by Robert Bartley | Aug 6, 2019 | Financial Planning, Legislation, Robert Bartley
The Secure Act passed overwhelmingly by Congress but hasn’t made its way through the Senate. Here’s a look at the Pros and Cons of the SECURE Act legislation. The 5 Major Pros to the SECURE Act Increasing the age for Required Minimum Distributions (RMDs) to age...
by Joanne Tackes | Aug 1, 2019 | Financial Planning, Joanne Tackes, Taxes
Let’s talk about what QBI is and how it could apply to your rentals for a second… What is the Qualified Business Income (QBI) deduction and does it apply to rental income? One of the changes included in The Tax Cuts and Jobs Act of 2017 that is creating a...
