The correction is coming, the correction is coming. Do I sound like Paul Revere announcing the British? Well, yes, that’s my intention. Now I wrote this same introduction three years ago. Not much has changed. I am saying the same thing:...
We are in the goal business. Helping people define, refine and achieve their financial goals. What does it take to achieve and surpass financial goals?...
2017 Tax season is finally here. Many of you already completed your tax returns and many are still working on them, including me. Gosh, life used to be so simple when I didn’t own a business and only had W-2 income!...
Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...
Our daily lives are constantly bombarded with drama, courtesy of the media. Drama, in headlines, stories and videos, gets attention and helps content creators get their message across in a cluttered media landscape. As a financial blogger, I confess that I’ve attempted to do that, too,...
We recently interviewed Mr. Farr on our YouTube video series, Swim with Jim, where he told us about adult children who love their parents and want the best for them, coming to see him for advice and counsel. These elderly parents may not have planned...
