26 04, 2019

Aging in Place

Many homeowners age 50 and older say that they want to “age in place,” but the reality is that many homes were not built to accommodate the needs of older people. If you want to remain in your house during your golden years, you may need to do some home remodeling. Fortunately, there are modifications [...]

9 09, 2016

Take Control of Your 401(k) Rollover

Often times, 401(k) plans are filled with poor investment decisions and high fees. And, depending on the company you work for, you might not have been given the proper information needed to carefully evaluate your 401(k) options. Rolling your 401(k) type balances out of your plan at age 59½ may allow you to take better [...]

14 06, 2016

Mentors Play an Important Role

If you were lucky, you had a mentor early in your career. A role model may have been someone to look up to, but a mentor invested his or her time and knowledge in your development. A mentor is someone who has traveled the path before you and offers guidance on similar types of situations [...]

10 05, 2016

Prepare for Retirement Like a Professional Athlete

Recently, the NFL draft was held in Chicago to the delight of sports fanatics everywhere.  Between draft picks, the announcers mentioned something that caught my attention; all rookies will attend the NFL Financial Education Program.  Current and former players can also take advantage of the program to help them better manage and plan out their [...]

15 04, 2016

When Giving Definitely Feels Good!

Giving away your tax liability doesn’t feel good, it feels great! Personally, I serve on several charitable boards for organizations that do phenomenal things in our community. I have found that being a CPA, or a “walking calculator,” is a skill that boards of directors need. As a shameless plug, two of my organizations are [...]

4 03, 2016

Step On Up

Though I like to step up on the dance floor with my version of the Sprinkler, Churning Butter, and other assorted moves designed to embarrass my wife and kids, that’s not what this topic is about. The step up in basis is one of the least understood topics we deal with during our lifetime. WARNING: [...]

29 12, 2015

Let’s take a moment to remind ourselves that we’re in control!

It’s hard to believe another year is coming to a close. Hopefully 2015 will be a memorable one for you and you’re optimistic about what 2016 (and beyond) has in store for you. We’ve had no shortage of events this past year and we’re reminded about how quickly the world around us can change. I’ve [...]

8 12, 2015

The holidays are a wonderful time for personal finance

The holidays bring family together and for some it might be the only time they see each other over the course of a year. You tend to notice changes in people a lot more when you haven’t seen them for a period of time. At family gatherings, if you’re lucky, you may have multiple generations [...]