Here’s to Your Wealth

I cover personal finance issues that face Gen X and the Middle Class. I also focus on the financial impact of life transitions such as divorce, job changes, or death of a partner. Each month I will also be sharing a market commentary titled “Here’s To Your Wealth”.

My blog is designed to provide useful information for those who are pursuing a better financial life.

Partner Blog for Here’s to Your Wealth

10 Quick Year-End Financial Planning Tips

Year End

With the fourth quarter of the year upon us, it can be a smart time to take inventory of your financial situation. Here are 10 easy steps to complete an effective assessment. 1.    Assess your 2017 plan progress. Look at any areas of your 2017 written financial plan that you have not yet accomplished and […]

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How Employers Are Helping Their Employees Retire

Financial Well Being

Employers are becoming increasingly concerned about the financial well-being of their employees, and they are expanding how they demonstrate their loyalty. Employers large and small are offering programs such as robust health insurance plans, on-site daycare, after school care, flexible work hours, Health Savings Accounts (HSA’s), and the ability to work remotely. Some companies also […]

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8 Financial Tips for the Back to School Season

istock Education, Back to School, Shopping

According to the Huntington Bank Backpack Index, the cost of school supplies increased 88% from 2007 to 2016, and their recently released 2017 report anticipates increases of 1.0% for elementary and 4.6% for middle schoolers this coming school year. Even so, there are reasons that parents can feel good about back-to-school shopping: 1. It’s an […]

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Why An Interest Rate Hike Will Not Stop The Stock Market Rally

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The markets continue to climb a wall of worry with only the spectre of fire and fury from a fierce conflict with North Korea dampening the enthusiasm for stocks. Interestingly, as of August 14th the South Korean stock market, as measured by the KOSPI index, was up over 16% for the past year (Source: Bloomberg), […]

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Why International Stocks May Continue To Outperform In 2017

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When asked how he was able to be such a successful hitter, baseball great Willie Keeler famously responded “I hit them where they ain’t!” In other words, he saw an opening that others weren’t watching, and he aimed for it. Applied to investing, that same philosophy can sometimes eventually pay off. For example, consider international […]

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May- Here's To Your Wealth

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In A Tale of Two Cities, Charles Dickens famously writes “it was the best of times, it was the worst of times.” Today, depending on where you get your news, you might agree with either perspective. While some channels and websites report chaos, collusion, corruption, and ineptitude, others report a picture of leadership, reopened factories, promises […]

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5 Questions Millennials And Recent Grads Should Ask Their Employers

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Millennials have been more comfortable with mobility and job changes than any prior generation. But with that comfort comes the responsibility of understanding employee benefits and considering the role of those benefits in your overall compensation package. Here are five important questions that recent grads can raise during the job interview process. 1. When does […]

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April- Here's To Your Wealth

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Despite the abundance of bad news around the world and relentless headlines back home, the U.S. stock market continues to climb higher. According to BTN Research, through the first four months of 2017, the total return of the S&P 500 (i.e., through 4/28/17) is +7.2%, north of its +3.5% average return for the first 4-months […]

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6 Tax Planning Tips To Consider For 2017

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With many Americans completing their 2016 tax returns, it might seem early to start working on reducing your 2017 taxes. But with taxes being a drag on net investment performance, it makes sense to shelter your investments to the maximum extent possible. It’s always best to consult with your tax advisor on all tax related […]

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8 Financial Tips To Help Manage The Death Of A Loved One

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Recently, I lost a friend to a sudden heart attack. The surviving family was face-to-face with an unplanned, difficult reality. We all know that any day can be our last, but few people make a plan for handling the financial decisions the surviving spouse or family will need to make. Avoiding the discussion around death […]

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