Investing can be complicated to the average “Joe or JoAnn.” However, having just the simplest knowledge of what it is and how it works can help you manage your money with confidence. Let’s break it down in a way that makes it easier to understand. This is the...
General Planning
Basic Investing Building Block #1
This is the first in a series of postings where the focus will be around investing. We will touch on some of the core building blocks of investing. It may be a reminder for many of you or new to some, but if you find these useful, please share it with others. Whether...
CARES Act Economic Impact Payments: Great Expectations
One of the provisions of the CARES Act signed into law last month that has received the most press is the economic impact payments. These payments, also referred to as stimulus checks or recovery rebates, are desperately needed by many individuals at this time and are...
How The CARES Act Will Impact Retirement Plan Distributions
Opportunity Alert! The CARES Act impact on retirement plan distributions in 2020 Are you planning on a retirement account distribution this year? Whether you had planned on required distributions but wish you could leave funds alone, or you now need a distribution to...
College Planning Tips From The Other Side
In the midst of today’s such unique circumstances (COVID-19) it’s easy to forget some of the normalities of life. However, for the students preparing themselves mentally and physically for the college transition it can add an extra layer of anxiety to an already...
What do we really know about the financial markets anyway?
Benjamin Graham, the father of value investing, reminds us to "forget about what the stock market is going to do. Instead, focus on what you, as an investor, ought to do…" So what do we really know about the financial markets? First, what we don't know: The full...
Financial Changes To Consider When You Have Kids
Expecting a new child is certainly a life-changing event. Along with the excitement and blessings of family, that new life has important financial implications. Certified financial planner Suzanne Himes, with Asset Planning Corporation, is here to discuss some of the...
What You Need To Know To Keep Savings on Track
This past week was designated as America Saves Week, which is an annual call to action for everyday Americans to commit to saving successfully. In honor of this event, which is now in its 13th year, certified financial planner Suzanne Himes is here with some tips and...
When Finances Weigh On The Mind, Relax and Focus
What is “mindful financial planning?” What do terms like “mindfulness” or “being present” really mean? Is this column about to go “woo-woo” into emotions and feelings? Hang with me. What space does your head typically occupy? The past, the present, or the future? Are...
How to Choose An Executor For Your Will
According to surveys, more than half of American adults don’t have a Last Will and Testament. While the reasons for this vary, one stumbling block can be choosing an executor. Suzanne Himes, lead financial planner at Asset Planning Corporation, joins us with what to...