Review of the 4th Quarter of 2018

Review of the 4th Quarter of 2018

Without a doubt, the 4th quarter of 2018 was a tough one. Join Kevin as he dives into the numbers and charts to evaluate what happened. He shows that even though volatility stinks, it is a normal part of the market and it is the reason we get higher returns. Kevin...
New Retirement Plan & IRA Limits in 2019

New Retirement Plan & IRA Limits in 2019

Certain retirement plans and IRA limits are adjusted each year based on inflation and cost-of-living.  It’s important for you to know that, specifically, IRA contribution limits are increasing in 2019.  This coming year Traditional and Roth IRAs maximum...
How to Buy Happiness

How to Buy Happiness

This holiday season my teen daughter and I discussed finding an organization in need of volunteer time, money or both.  We would love to be able to spend time giving this season to those in need. I personally need to do something like this every year in order to keep...