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What are some financial topics you're looking to learn about?  Occasionally, I will post general financial topics and answer questions.  Feel free to submit a request for a topic.

Friday, January 22, 2021

1. Stop using debt, stop spending, pay off everything asap. 2. Pay off your highest interest debt first. 3. Pay off your lowest balances first.

Friday, January 15, 2021

I began this blog by wanting to talk about unbiased advice. With assistance and edits from my incomparible wife, we landed on a different interpretation. The people should have a bias toward doing what is in your best interest. That said, h

Friday, January 8, 2021

Welcome to the Weekly SUMmary - 01/08/2021 “The only constant in life is change”-Heraclitus As we begin 2021, this statement comes to mind with so much change in the last year. The way we work has changed. The way we...

Friday, January 1, 2021

HAPPY NEW YEAR! 1. Pay off debt! 2. Stop using Credit Cards 3. Invest your stimulus payment 4. Contribute to a retirement plan 5. Begin your wealth transfer with an annual gifting plan

Friday, December 25, 2020

Welcome to the Weekly SUMmary - 12/25/2020 Happy Holidays! Merry Christmas! While I may not be the most religious person, I like to think that I am able to get in the Holiday spirit and be thankful for everything I have. For me, it's a...

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Friday, December 18, 2020

Welcome to the Weekly SUMmary - 12/18/2020 2020 has been the most challenging year most of us have ever seen. There has been much disruption to our lifestyles, work, personal, both. The holidays have always been my favorite time of...

Friday, December 11, 2020

This week we are discussing strategies for additional funds at Year End. This includes mitigating taxes, charitable giving and more.

Friday, December 4, 2020

Welcome to the Weekly SUMmary - 12/04/2020 Below are just a few reasons to consider contributions to your retirement account.

Friday, November 27, 2020

According to this IRS page, Capital Assets are virtually anything of value in our possession. This time of year, many investment companies distribute Capital Gains. If your assets are held inside a retirement account, you need not be...

Friday, November 20, 2020

Welcome to the Weekly SUMmary - 11/20/2020 Today I'm going to talk about Roth Conversions, the "Backdoor Roth", "Loophole" and any other name that one can come up with for this strategy.

Friday, November 13, 2020

Welcome to the Weekly SUMmary - 11/13/2020 If you are over the age of 50, and have ANY assets, this may be one of the most important conversations you'll ever have. As we know, Boomers are one of the largest generations we've seen, to...

Friday, November 6, 2020

Welcome to the Weekly SUMmary - 11/06/2020

Friday, October 30, 2020

Welcome to the Weekly SUMmary - 10/30/2020

Friday, October 23, 2020

Welcome to the Weekly SUMmary - 10/23/2020

Friday, October 16, 2020

Welcome to the Weekly SUMmary - 10/09/2020

Friday, October 9, 2020

Welcome to the Weekly SUMmary - 10/09/2020 Last week, we addressed some of the history of taxes. This week, let's address some options for planning for taxes near and long term. One of the most frequently asked questions to advisors is...

Friday, October 2, 2020

As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19...

Thursday, October 1, 2020

Welcome to the Weekly SUMmary - 10/02/2020

Friday, September 25, 2020

Welcome to the Weekly SUMmary - 09/25/2020 Market volatility appears to be back to round out the year. There is a lot going on in the nation and around the globe that would indicate a choppy ride into 2021. That said, there is an...

Friday, September 18, 2020

Welcome to the Weekly SUMmary - 09/18/2020 Who's going to win? How will it affect the markets? What do I do? If any of these questions sound familiar, you should register for a presentation I'm hosting next week. Link below....

Friday, September 11, 2020

Welcome to the Weekly SUMmary - 09/11/2020 Today is National 401(k) Day.

Friday, September 4, 2020

This week, some employers may be utilizing the Payroll Tax Holiday. Before we look at options of how to handle this, let's cover the basics. The Payroll Tax. What is it? Tax paid by employers and employees. If you happen to be...

Monday, August 31, 2020

What makes you do what you do? My answer... Family. You may think, "Family makes Nathan (Nate, truly no preference), work in financial services?" I have some family that have been adversely impacted by decisions that were made based on...

Thursday, March 21, 2019

The deadline for 2018 retirement contributions is approaching. Find out more in this blog post.