Not All Deductions are Created Equal

Nothing puts a damper on the New Year like emails notifying you that tax forms are available. It’s like the government is trying to sabotage the new financially fearless you.  The only motivating factor is that hope for a refund. You racked up all those tax deductions your friends and family told you about so the odds are in your favor. You will Continue Reading

The Benefit to Giving Thanks

Last week I had the opportunity to spend Thanksgiving with close family and friends in Cincinnati.  For the first time in a long time, I took the opportunity to take a step back and think about all the things I’m thankful for in life. I expressed my gratitude for simple things like having a roof over my head, plenty of food on the table and the Continue Reading

Back to Basics

At the end of the day, financial advice is pretty simple. We just struggle to follow it. So I’d like to remind you of some old school money mantras that I came across in a recent LearnVest article that have withstood the test of time: Pay Yourself First – Be purposeful with your money and invest in your future. Make sure you set aside money Continue Reading

Health Insurance 101

The topic of health insurance can get anyone’s heart rate up these days and when it comes to actually picking a plan the options may be overwhelming. The future is a mystery; you don’t know whether you’ll break a bone or be hospitalized with the flu. But if you take the time to understand the basics of health insurance, it will be easier to choose Continue Reading

Don’t Be Trapped By Pessimism

When you decide to invest, you are committing to being a long-term optimist. You understand that you will not be able to achieve your long-term goals without being in the market so you agree to take on risk in order to achieve reasonable returns over time to help you meet your goals. You understand that you are investing in time horizons over 5, Continue Reading