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I’m Thinking the Real Estate Market is Due for a Strong Turnaround. Should I Buy Investment Property?
I get this question all the time over the Financial Helpline and in one-on-ones with the employees we work with. I also hear it regularly from friends who want to know my perspective on this as a financial planner. What is interesting about this question is that the answer, surprisingly, has very little to do [...]
Fact Check Your Investments
One of the (many) aspects of my job is being part of our ongoing fact checking process. We are constantly staying on top of the latest in tax law changes that can encompass everything from retirement plan limits to education and estate planning issues. Needless to say we are kept busy! The advantage of consistently [...]
A Case for Rebalancing
Have you heard the term “paper loss?” It’s a nice way of saying that you haven’t really lost money on your investment until you place a sell order. Most investors become familiar with this phenomenon occasionally in their investing life. But what about the seldom used term “paper gain?” It’s very likely that you have [...]
Auto Expenses: Always Look for the Best Deal
My daughter texted me the other day (because that’s what they do) just to check in and let me know how college life is going. Everything was fine with one little exception; all four tires on her car were officially like her Dad’s head, bald. Now of course she told me that she would figure [...]
Finding Money for the Holidays
Can you believe the holidays are upon us already? A joyous time of year can also be the cause of undue financial stress if we don’t plan for it. Luckily I learned the lesson of socking some money away to prepare for the lavish gifts I bestow on others (sarcasm intended). So I figured, what [...]
