Our Commentary

100 Rules of Success: Investing for Beginners

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  Success in Investing Investing does not have to be complicated.  If you’re willing to establish and follow a handful of proven ‘rules of investing’ you can create a successful investment program. RULE:  Avoid the […]

100 Rules of Success: Investing Part 2

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  Success in Investing Investing does not have to be complicated.  If you’re willing to establish and follow a handful of proven ‘rules of investing’ you can create a successful investment program.  RULE:  Choose the […]

Goals for the New Year

Few of us take the time to stop and take stock of our lives but if you take a moment to reflect, you will find that you, in fact, accomplished quite a lot this past year. But did you achieve your full potential?  Like many people, you probably have not.  It’s likely that your full […]

100 Rules of Success: Be Younger by Tomorrow- Part 3

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. Over the past few weeks, we focused on how you can create success in the area of health by eating healthy using a simple eating plan and improve your heart health with an efficient […]

Trump Tax Plan: What You Need to Do Right Now

taxes

Well, they did it.  The Republicans (alone) passed the most comprehensive rewrite of the income tax code in thirty years (waiting on President Trump to sign into law).  With very little time left in this tax year, here are the things you should consider doing before year-end in order to take full advantage of the […]

What’s Best: Roth or Traditional IRA?

various US currency rolled tightly and lined up together, including a twenty and one hundred dollar bill

I am often asked which is the smarter investment, a Traditional IRA or a ROTH IRA?  As with so many things, the answer is, “It depends”. In making your decision, let’s look at several key differences in the two retirement plans:  Tax benefits.  One of the primary benefits of investing in a Traditional IRA is […]

100 Rules of Success: Be Younger by Tomorrow

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  SUCCESS IN HEALTH  “A man with good health is a man of 1,000 dreams; A man with poor health is a man with but one dream”. Success is not all about money.  Think back […]

100 Rules of Success: Control Your Money

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  SUCCESS IN PERSONAL FINANCES  RULE:  Control Your Money Most of us never had a personal finance class in high school or college nor were we taught about money by our parents.  In fact, much […]

Medicare – What You Must Do Right Now

If you are on Medicare, you are facing a quickly approaching deadline and making changes could save you thousands of dollars. My partner, Kimberly Reynolds, MS, CFP® gives tips on how to research and find the best plan for you in 2018. Stewart:  What is the deadline to make changes for 2018? Kimberly: Medicare open […]

100 Rules of Success: Advice for New Employees (and Old)

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. RULE:  Lights On; Lights Off Do you remember the movie, ‘The Karate Kid’?  One of the most memorable scenes was when master martial artist, Mr. Miyagi, agrees to train Daniel in the art of […]