Watching the Tape: A random walk through recent economic, market and business headlines, November 12, 2015 “History”, a philosopher once said, “is the story of unintended consequences”. Examples: Prohibition outlawed alcoholic beverages in America. Unintended consequence: Prohibition created a new class of outlaws: the mafia. Speaking of unintended consequences… Kudzu was planted in the South to…
Retirement Plan Contribution Limits Unchanged for 2016 The Internal Revenue Service (IRS) provided some expected but unwelcome news recently regarding the amount of money that investors can save toward retirement. Due to insufficient inflation, no cost-of-living adjustments will be made affecting dollar limitations for retirement savings accounts for 2016. Employer Sponsored Plans For those individuals…
Watching the Tape: A random walk through recent economic, market and business headlines, Halloween Edition, 2015 “This Halloween the most popular mask is the Arnold Schwarzenegger mask. And the best part? With a mouth full of candy, you will sound just like him.” Conan O’Brien It’s Party Time! So what costume will you wear to the…
With property values reaching pre-recession levels in many parts of the country, some people are once again getting the itch to move. Maybe you’ve been putting it off for years waiting for the market to recover, or perhaps you are a first-time home buyer who has finally saved enough for a down payment. Either way,…
Watching the Tape: A random walk through recent economic, market and business headlines, October 7, 2015 “It’s a fixer-upper of a planet but we could make it work.” — Elon Musk, SpaceX, regarding Mars Last week was a week of discovery. Early in the week, scientists announced discovery of water on Mars. Later in the week archaeologists unveiled…
The Interconnected Medicare and Social Security Decision Social Security claiming strategies are some of the most common topics we discuss with clients while building a financial plan. That decision cannot be made in isolation though. The implications of applying for Social Security retirement benefits can have a direct and meaningful impact on your financial health…
The Millennial Perspective: Is a Tiny House the New American Dream? Have you ever gotten sucked into a TV marathon? Generally for me they are lazy Saturdays where a cup of coffee on the couch turns into multiple hours of binge watching (cough cough, thank you Netflix). My most recent foray into TV bliss was…