Is the Bank the Safest Place?
At times, I have had clients tell me they keep so much money in the…
SFSMay 31, 2023
Managing a Mountain of Risk
Going up the mountain, a climber has a good perspective of where to place each…
SFSMay 31, 2023
Buying Big Ticket Items
Big purchases and expenses are inevitable in life. We save up, prepare, and try to…
SFSMay 31, 2023
To Buy a CD, or Not to Buy a CD
Due to the Federal Reserve increasing the federal funds rate, several fixed-rate investment options have…
SFSMarch 31, 2023
Lessons From Past Bear Markets
I just checked the calendar. It is 2023, not 2008. What a relief! I have…
SFSMarch 31, 2023
Looking Forward With A Plan
When you think about the future, what do you see? Throughout our lives, we have…
SFSMarch 31, 2023
Savers Are Finally Being Rewarded
For more than a decade, borrowers have been rewarded, and savers have been punished. With…
SFSMarch 31, 2023
Personal Savings Bubble
By now, you have most likely heard about the impending recession on our doorstep. No…
SFSMarch 31, 2023
SECURE Act 2.0
With a new year and the passing of SECURE Act 2.0, there are many changes…
SFSFebruary 2, 2023
Keeping Up With Change
Keeping up with tax law changes can be challenging but is critical. In the last…
SFSFebruary 2, 2023