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Timely Thoughts and ideas
Dec 17, 2024
Hindenburg Omen: A Market Warning Sign?
In the world of stock market analysis, few indicators carry as ominous a name as the Hindenburg Omen. Named after the infamous German...
Oct 14, 2024
2024 Year End Tax Ideas
As we approach the end of the year, it's time to review tax strategies that could benefit your financial situation. While not an...
Sep 9, 2024
Don't Forget Your 401k Plan
If you are leaving your job, don’t forget to take your retirement plan with you. These plans can be rolled over (without taxes and...
Aug 5, 2024
Fee-Only Vs Commission Advice
When it comes to managing your finances, finding the right financial planner is not easy. Not only do you want someone trustworthy and...
Jul 9, 2024
I Can Roll Leftover 529 Plan Funds to a Roth IRA?
The Secure Act 2.0 made some new changes to retirement rules, such as increasing the age to take required distributions and allowing...
Apr 30, 2024
Do You Have An Estate Plan?
As the years pass, it becomes more important to make sure our affairs are in order - especially in today's rapidly changing world. That's...
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