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Matt’s Monthly Money Must Do’s | May 2018

By | 2018-04-25T15:17:11+00:00 April 20th, 2018|Categories: Personal Planning|Tags: , , , , , |

In honor of Ignacio Zaragoza’s amazing victory at the Battle of Puebla, let’s celebrate with 5 financial to do’s for May. Home goods May is a great time to start your budget shopping.  So many home goods go on sale in May, which is great for the summer.  The biggest discount items are grills, air conditioners, [...]

Matt’s Money Must Do’s | April 2018

By | 2018-03-26T21:45:04+00:00 March 23rd, 2018|Categories: Personal Planning|Tags: , , , , , |

April is Financial Literacy month in the United States.  In 2003, Congress finally supported the idea of financial literacy month.  Because it was officially recognized by Congress, a big push was made from various non-profits and government agencies (National Financial Educators Council, Financial Literacy and Education Commission, and National Endowment for Financial Education) generated tools and [...]

Tune Out Volatility. You Can Achieve Success Even in the Worst of Times

By | 2018-03-26T21:42:24+00:00 March 22nd, 2018|Categories: Personal Planning|Tags: , , , , , |

Investment markets have reared their ugly head since early February.  After a time of prolonged quiet in the markets, investors are back to reacting to the news of the day.  The week of March 18th yielded good economic news, a positive outlook by the Federal Reserve, yet a 5.9% retreat in the S&P 500 due to [...]

Matt’s Money Must Do’s | March 2018

By | 2018-02-28T21:17:23+00:00 February 16th, 2018|Categories: Personal Planning|Tags: , , , , , |

March and May are not only months, but also verbs. So let’s get to the actions you should take for March. Organize your files Start by addressing which documents you need to keep for how long.  Everyone has a different system, but rules of thumb can help set the guideline.  Itemize documents by less than a [...]

Quiet Markets Turn Scary…Create Opportunity

By | 2018-02-06T14:30:47+00:00 February 6th, 2018|Categories: Personal Planning|Tags: , , , , |

If you haven’t been paying close attention to investment markets, you might be now.  While the investment world spent the year 2017 plodding steadily upward with relatively low volatility, the New Year has brought with it over-exuberance in January followed by mild panic in February.  Needless to say, markets have definitely caught our attention over the [...]

Tax Cuts and Jobs Act: 529 Plans Expand

By | 2018-02-01T13:52:00+00:00 February 1st, 2018|Categories: Personal Planning|Tags: , , , , , , |

In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the Lifetime Learning Credit, and the student loan interest deduction. Also on the [...]

Matt’s Monthly Money Must Do’s | February 2018

By | 2018-01-26T17:40:08+00:00 January 25th, 2018|Categories: Personal Planning|Tags: , , , , , |

February…Love is in the air, everywhere I look around… February is probably the least appropriate month for Valentine’s day.  It is cold, dark, and gray.  What is romantic about that?  “Honey, let’s bundle up, brave the wet cold, and find a busy restaurant where people are talking loudly.  However, February is also known as the "creative [...]

Insurance and Why It’s Worth Considering

By | 2018-01-17T20:58:14+00:00 January 17th, 2018|Categories: Personal Planning|Tags: , , , , , |

We have been working with a lot of young couples recently and have had many questions about different types of insurance and how they work.  We thought it was a great opportunity for us all to get caught up on the in’s and out’s of why we have insurance and what our options are. Survivor Needs [...]

Happy Holidays to Everyone!

By | 2017-12-20T20:17:06+00:00 December 20th, 2017|Categories: Personal Planning|Tags: , , , , , |

Sally - “If it seems too complicated, make it easy on yourself – just send money. How about tens and twenties?”  My how the times have changed!  This quote from “A Charlie Brown Christmas” is 52 years old this year.  The 1965 holiday classic centered around Charlie as he struggled to find the meaning of Christmas [...]

Matt’s Monthly Money Must Do’s | January 2018

By | 2017-12-27T20:48:35+00:00 December 15th, 2017|Categories: Personal Planning|Tags: , , , , , |

January is often the coldest month of the year in the Northern Hemisphere.  In fact, in January 2017 there was a European cold wave that hit a lot of Eastern and Central Europe.  Greece was blanketed in unusually heavy snowfall.   Santorini, which typically has Mediterranean weather, was covered in snow causing transportation delays. This is great [...]