Maybe We Should Sweat The Small Stuff?

Coming off a whirlwind of a year in 2020, as we faced unprecedented circumstances, there were certainly a number of hard lessons learned as we sailed through unchartered territory. For many individuals, the biggest lesson was perhaps the realization that they simply...

Having a Plan And Sticking To It!

Things usually go right when we follow a recipe. Things quickly turn into a disaster when we improvise or add in things that don’t belong. Let’s add a little more of this and let’s forget this…unless its bacon which makes everything better.  2020 has been a year...

How a Biden Presidency Could Impact Your Taxes

As we head into the final week of the 2020 Presidential campaign it is important to examine how a Joe Biden victory could potentially impact your taxes in 2021 and beyond. Biden’s proposed strategy is to focus on the highest earners and particularly those that make...

Best Financial Tips for your 20’s

20 years old. A new adult. The first few years of adulthood, independence and individuality. So many new concepts and so many unknown paths beckoning the young adults to follow. In the age of internet and “infinite knowledge”, there is a large amount of bad advice out...

Navigating Open Enrollment

Open Enrollment, which varies by company but generally takes place in the Fall, can often be a stressful time as trying to make sense of your company’s benefits can seem like a daunting task. It is an important time however, as it allows you the opportunity to adjust...