Gain valuable insights and stay on track towards your financial goals.
What should I do with my large tax refund?
Q. I just learned I’m getting a $17,000 tax refund and now I have to decide what to do with the money. I already have...
Read MoreFirst Quarter 2026 Market Newsletter
CLICK HERE FOR FULL LETTER MARKET NEWSLETTER EXECUTIVE SUMMARY – Global optimism from late 2025 evolved into a more complex environment where resilient U.S. consumer...
Read MoreSelf‑Employed? The Right Financial Advisor Can Save You Thousands (Wall Street Journal)
Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your business and personal finances aligned Written...
Read MoreWhat Elite Tax Pros Wish Their Wealthy Clients Knew (Bloomberg)
From risk tolerance to IRS scrutiny, tax professionals say your bad habits can undermine your return. Original story published in Bloomberg READ HERE By Charlie Wells...
Read More2026 Tax Season: Filing Deadlines, OBBBA Updates, and Strategies
At a Glance: 2026 Tax Season, Filing Major OBBBA and Filing Updates With the tax filing deadline approaching on April 15th (or October 15th for...
Read MoreFourth Quarter 2025 Market Newsletter
READ THE COMPLETE NEWSLETTER HERE EXECUTIVE SUMMARY – US stocks performed well in 2025, helped by large technology companies, though performance broadened modestly toward the...
Read MoreShould I rebalance my portfolios?
Q. Should I rebalance my portfolios? With the new year, I know I’m supposed to assess my portfolio and rebalance. I’ve done well in 2025,...
Read MoreShould you use a retirement account to pay off a HELOC (Mortgage)?
Q. Should I use a retirement account to pay off a HELOC (Mortgage)? I’m a retired school teacher currently collecting my pension. I am also...
Read MoreWith S&P 500 near record highs, it’s time to reconsider the set-it-and-forget-it strategy, some experts say (Deva Panambur quoted in cnbc.com)
By Lorie Konish This article on Diversifying from S&P 500 at record high appeared on cnbc.com in October 2025 The S&P 500 index closed at...
Read MoreShould your polical view shape your asset allocation?
Should your polical view shape your asset allocation? Q. I was honestly expecting my portfolio to turn lower after Trump’s election, and I’m honestly surprised...
Read MoreHow should the $1,000 Trump accounts factor into savings plan?
How should the $1,000 Trump accounts factor into savings plan? I saw the $1,000 accounts for new babies allow you to save more to the...
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