Financial Planning

Did You Know IRA —–> HSA?

Did you know you are allowed a onetime tax-free transfer from an IRA to your Health Savings Account (HSA)? Well, you are–you’re welcome! Don’t close down your browser in a mad dash to transfer funds from your IRA to your HSA; there is plenty to evaluate to determine if this type of transfer is appropriate for you. I recommend sitting…

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Investing

Technical Analysis 101: Downtrends

Although we have recently experienced some positive days in the stock market, we continue to remain in a downtrend, which began last summer. I’ve had a few clients ask about this downtrend, so I thought I would write about what a downtrend is, and how to identify if we are in one.

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3, 2, 1…go!

The CrossFit Open is upon us! For CrossFit junkies, today is the day we’ve been anticipating for almost a year. For non-CrossFitters, today is just another day…February 25th, 2016.  But for CrossFitters, it’s the start of an opportunity to see our improvements over the last year of workouts, along with the weaknesses we need to improve upon. If you’re not…

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The Weekly Mix (2/14/2016-2/20/16)

I’ve always enjoyed creating mix tapes…I have books, and now my iTunes, filled with my personal mixes.  In the spirit of my DJ alter-ego, I’ll be putting out a weekly mix of my favorite article and posts…think of it as a reader’s mix tape. 2/14/2016-2/20/2016

Estate Planning, Financial Planning, Insurance, Millennials

Neglected Areas of Millennials’ Financial Plans

  Quick, what’s the first topic you think of when you hear “Financial Advisor”? Investments? Retirement? It’s not uncommon to meet with a new client, and the first topic of conversation is the stock market, their investments, or something related to retirement planning. While I spend a significant part of my time analyzing investments and developing retirement plans, those are…

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Investing

A Friendly Reminder…

  Investing carries risk. If you have forgotten this, the beginning of 2016 has served as a reality check. In order for us to expect long term growth in our investments, we must play the rules of the game. Those rules state that in order to have the opportunity of gains, we have to accept periods of no growth, or…

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A Few Good Reads

  It was a busy week in the markets, the U.S. economy, the global economy, and hip-hop. Below are a handful of good posts from around the blogosphere. Check them out for some highlights from the week. Wall Street Journal: Income for Recent Graduates the Highest in Over a Decade   Good news for recent and soon to be graduates. Time…

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