Personal Finance

Improving Decision Making

Making sound decisions can be difficult, particularly during the kind of uncertainty our country and economy are currently experiencing. Whether you are making investment decisions or leading a family, business, non-profit, etc., the decisions you make in these roles have short, near, and long-term ramifications for many. While most of our daily decisions are made […]

Summer Vacation Success

feet dangling from a dock above the ocean at sunset

With the COVID vaccination rate rising, more and more people are planning a long-overdue summer vacation. Of course, you deserve to have fun this summer but don’t throw financial caution to the wind.  Here are some tips to help keep your finances on track this summer: Skip payment options. You may have received notice from […]

Low Mortgage Rates: Love Them Or Hate Them

According to a leading measure of U.S. residential real estate prices, the S&P CoreLogic Case-Shiller Home Price Index, home prices rose 11.2% year over year in January.  With a limited supply of new homes on the market, increased demand from ultra-low interest rates, and stay-at-home dynamics due to Covid-19, the conditions are perfect for higher […]

Two Surprises From The American Rescue Plan

taxes

By now, if you are eligible, you have likely received your $1,400 stimulus check as promised under the $1.9 trillion America Rescue Plan (ARP). For additional information on the ARP, review last week’s article CLICK HERE.  If you have not received your check, visit www.IRS.gov, or follow the direct link to GetMyPayment. With the ARP, […]

Three Stimulus Check Questions

Stimulus checks began going out on March 17th as part of the $1.9 trillion American Rescue Plan Act of 2021. Here is a summary of what you might expect to receive: $1,400 per individual. $1,400 stimulus payment for Joint filers with AGI under $150,000; single filers under $75,000.  Joint-filer phaseout = $160,000; single-filer phaseout = […]