Editor's note

I've handpicked articles and stories that resonate with both my clients and myself, with the goal of providing you with valuable, practical insights that you may find both informative and useful.

Thursday, November 28, 2024

Common Sense — The Secret Sauce

  In today's fast-paced world, making smart decisions about your taxes, insurance, and financial plans is more important than ever. With the endless streams of information coming from every direction — whether or not it's from the internet, TV, or well-meaning friends — it's easy to get overwhelmed. That's why using common sense is a key factor in making sound financial choices. Common sense serves as a guiding principle, helping you cut through the noise and focus on what's practical, realistic, and aligned with your goals. (continue to article - 3 minute read)

November 2024 Newsletter

 Dive into a treasure trove of insights covering a multitude of financial topics. Just click on any of the newsletter topics below and enjoy the full article, packed with valuable information.

HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
For now, much of the world is putting their money to work in the United States. What are the biggest threats to foreign investment?

Treasury Yields Off 17-Year Highs
How has the Fed's lowering interest rates affected the Treasury yields?

If You Don’t Have a Will Yet, Why Not?
There are many reasons people put off drafting a will—here are four that you might relate to.

FAFSA for 2025-2026 School Year Opens December 1
Tips for submitting the FAFSA

Do You Know Your Medicare Coverage Options?
Time is running out. The Open Enrollment Period ends December 7, 2024.

Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
Recent events brought renewed attention to how banks operate and the risks they take.