At the very end of 2019 the SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 was signed into law.  It gave this weeks blog author and Financial Planner, Amy Irvine, CFP®, EA, MPAS®, CCFC, flashbacks to the 2017 tax law changes that happened at the very end of the year. There are a lot of little nuggets in this Act, below is our interpretation of the Good, the Bad, and the Weird …

It’s hard to believe that we are already in the holiday season. Christmas is just over a week away so in this week's Monday Morning Quarter-Buck, Financial Planner Becky Eason (who we affectionately call our budget queen) is going to give you a few tips to save money in the upcoming weeks. 

When I think about the holiday season I have many different emotions; excitement, stress, joy, overwhelm, sadness.  However, as I get older and learn to cherish time more than anything, I realize that the Holidays are a very special time that should not be taken for granted and I do not want the negative emotions overshadow the positive emotions.  

So this year I am choosing to do the following 3 things and encourage everyone to consider doing them also…

In this weeks blog, Financial Planner Kerrie Beene, CFP® digs into the parts and pieces of Medicare Part D - Prescription Coverage.

As the end of 2019 quickly approaches, it’s time to start thinking about taxes. As we all know, tax season catches up with us very quickly with the hustle and bustle of the holiday season, and the recovery period in the weeks after the holidays.

In light of the remembrance I thought today I’d discuss one of the benefits offered to our military members and federal government employees: the Thrift Savings Plan, or TSP. Keep in mind this is a brief overview of a system that can be complex.

In this weeks blog, Financial Planner Amy Irvine, CFP®, EA, MPAS®, CCFC explains (at a high level) the alphabet soup of Medicare A, B, C, D and the Supplemental Plans. There is real confusion (understandably) around all the options available.

The products available to us in the financial and healthcare industry can be confusing. So, with the use of Health Savings Accounts (HSA’s) and Flexible Spending Accounts (FSA’s), we are combining the two worlds and this can be overwhelming when trying to pick a health care plan.

In this week’s blog, Financial Planner Kate Welker, CFP® defines top benefit terms to help demystify some of the confusing benefit terms.

In the next few weeks, you may open your mail or email to see notices regarding open enrollment season through your employer. Open enrollment is a period of time you can make changes to your employee benefits options that are normally restricted. This is also a great time to review your entire benefits package and make any other adjustments as well. Let’s walk through a few options you may be looking at.

In this week’s blog, Financial Planner and Financial Wellness Coach, Amy Irvine, CFP®, EA, MPAS®, CCFC digs into selection criteria often overlooked when selecting a college.

In this weeks edition of Monday Morning Quarter-Buck, financial planner Scott DuMond, CFP® shares his appreciation for his lovely wife Valerie. Scott doesn’t directly state this, but you can read between the lines on how much he buts a value on the work that his wife contributes to the household.

We all love our friends and family and want to make them as happy as possible. If you were to ask your friends and family what one of their hopes/wishes in life would be, it’s safe to assume that they would respond with being able to remain at home or at least out of a nursing home for as long as possible. 

As a starting point to growing your wealth, take a deep breath, sit back for a few minutes and explore these three questions in a journey to discovering your money mindset.

Relaxation, the word sounds so happy and peaceful.  I recently saw that is was Relaxation Day on August 15th, and the thought of a day set aside for relaxation sounded great. Quiet, a good book, a comfy armchair, sunshine in a hammock, a massage, whatever your variety of relaxation the thought is sure to bring a smile to your face. I am a huge proponent of taking down time to recharge, but sometimes if you are dealing with stress it can be almost possible to relax. 

In this weeks edition of Monday Morning Quarter-Buck, Financial Planner and CFP® Scott DuMond writes about the potential financial blind spots that we sometimes have in our lives. Do you have the Big 3 covered in your life?

When driving a car, we know to check our blind spot before we switch lanes, or we could end up in an accident that we didn’t even see coming. Experience has taught us drivers that in addition to checking our mirrors we need to take an additional action, turning our heads because there could be a car hidden in the next lane that we cannot see by just using our mirrors.

Did you know that this week is both fraud protection and simplify your life week? I don’t know about you, but I feel like this is a contradiction of terms. It seems that in order to protect myself from fraud, I have to create very complex passwords, wary of whom my information is going to, and often increasing the complexity of my life. In this weeks edition of Monday Morning Quarter-Buck, Financial Planner Becky Eason (aka Partridge) discusses how marry these two concepts.

In this week's edition of Monday Morning Quarter-Buck, Financial Planner and CFP® Will Morrison discusses the journey to find happiness, the science of “happier spending,” and how he’s implementing it in his life. Perhaps he will give you ideas on how to implement it into your life?