Bill Gates had it right when he said success is a lousy teacher, because it makes you forget how the world works. That's especially true when all you focus on is the 'success' - the higher stock prices, the higher valuations, the more social media followers - and not the earned work that goes into … [Read more...]
Inflation Reduction Act, Choosing a CCRC, & the Bean
Adjusting Financially After Divorce, Disability Insurance, & River Spirit
Tell me, what is it you plan to do with your one wild and precious life? - Mary Oliver Adjusting to Life Financially After a Divorce In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial position will be impacted. Now, more than ever, … [Read more...]
Inflation Reduction Act
What You Should Know The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some … [Read more...]
Comparing Health Insurance, Investing in Bonds, & BBBS
Wealth is the ability to fully experience life. - Henry David Thoreau Comparing Health Insurance Plans Perhaps you're starting a new job or trying to integrate employee benefits with your new spouse. Or maybe you're shopping for individual health insurance coverage. One of the challenges … [Read more...]
Recession Status, Estate Plan Review, and Keeping Cool
In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. - Benjamin Graham Is the U.S. in a recession? In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession. Yet many economic indicators remain strong … [Read more...]