Forget the Pandemic. More People Worry About Money Matters.

WalletHub recently completed a study on the effects of the COVID-19 Pandemic and people’s attitudes around money.  Money problems have now surpassed COVID-19 as the top stressor in America. The study shows 71 million Americans anticipate having trouble paying their credit card bills because of the coronavirus. Not surprisingly, 79% of people think the credit … Read more

Five Actions to Consider If Inflation Worries You

Many client meetings these days include a conversation about inflation. People are worried because two recent stimulus bills have pumped trillions of dollars into the U.S. economy. Not to mention, the White House and Congress are considering infrastructure spending which will put even more money into the pockets of workers. In addition, the most recent … Read more

Mortgage Or Not in Retirement

This is a question we receive frequently from clients who are about to retire. There are pros and cons to paying off your mortgage before you retire. First, the plus side. Reduces the cost of housing and increases your positive cash flow. Guaranteed risk-free rate of return. Psychologically, it’s satisfying. The negatives: Reduced liquidity. You … Read more

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