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Personal Assets and Prioritizing Goals

You may have heard the phrase “a home is the best investment you can make” or something similar to this.  The reality is a home is not an investment; it’s an expense. This doesn’t mean you shouldn’t own a home; …

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SECURE Act, Gift Giving, and Simplification

As you are completing your last minute Christmas shopping, I want to share an article that I found interesting, but first, I want to quickly highlight, without going into detail, one of the largest pieces of retirement legislation in years. …

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Budgeting

I’m going to go out on a limb here and say that most people hate budgeting. In fact, it can be a real point of contention in many married households with shared finances. But the reality is that budgeting is …