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Holiday Spending Thumbnail

Holiday Spending

Nearly $1,300. That’s the average amount PwC is predicting consumers will spend this holiday season on gifts, travel and entertainment. And while it’s perfectly fine if you don’t bat an eye at spending $1,300 (or more), what I’m hoping is that you’ve got it factored into your financial plan.

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Year End Planning Thumbnail

Year End Planning

Holidays, family, food, college football bowl games, and (maybe a bit too much) eggnog will soon eliminate what little spare time you have. So as year-end approaches all too quickly, take just 30 minutes and double check to make sure you’ve completed your financial life checklist for the year.

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Tax Loss Harvesting Thumbnail

Tax Loss Harvesting

The gist of tax loss harvesting is realizing investment losses to offset investment gains or earned income. While that seems fairly straightforward, is anything really ever straightforward when it comes to the government and its tax laws?

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Labor Day Thumbnail

Labor Day

Labor Day has been around since the late 1800s when workers were working 12-hour shifts, 7 days per week just to get by. Luckily for most of us, we’ve come quite a long way since the Industrial Revolution and its abysmal working conditions. We’re now in the Digital Revolution, or what some call the Third Industrial Revolution.

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