Does this sound like you, “We don’t have any money at the end of the month.  We’re not saving enough or investing anything for retirement, and we’re going to be sending our daughter to college next year.” Your money follows your personal interests.  What you spend your money on shows what is important to you.  […]

John Rekenthaler, who is Vice President of Research for Morningstar, wrote a piece recently, The Stock Market Is Not the Economy.  In his article, Rekenthaler noted that stock prices are only tenuously connected to general economic conditions. Rekenthaler went on to say, “For one, stocks anticipate future developments rather than dwell on current affairs. For […]

At one point during my corporate career, I was unexpectedly transitioned out of my current role.  At the time, my four kids were five or younger, and I had no idea what I was going to do.  At that point in my life, I unfortunately allowed my career to define a large part of who […]

Now that we have made it through another tax season, it is finally time to look forward to Spring.  Although, depending upon where you live, the spring season could be fleeting as they often are in the state of MI.  Regardless of the weather, Spring from a financial calendar standpoint means it time to get […]

As we all adjust to our new normal with people working from home, children being homeschooled, and a shelter in place order being enforced in most states, the real estate market has also adjusted to a new home selling reality. Although the Coronavirus has ground most economic activity to a halt, it has not entirely […]

With the passing of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, I wanted to highlight a few of the critical points that could impact you and your family. Tax Rebates Taxpayers with no tax liability would receive $600, and the amount increases dollar for dollar for those with a tax liability up to […]