Certified Financial Planner

Tidying Up Financial Clutter

From hartfordfunds.com Spark joy and part with all those old statements, tax returns, and utility bills. You just watched the…

5 years ago

MARKET WATCH: FEBRUARY 10, 2020

The Markets (as of market close February 7, 2020) Stocks rebounded and long-term bond yields rose last week amid reports…

5 years ago

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE)…

5 years ago

TRACED Act Offers Consumers Additional Protections Against Robocalls

Whether at home, work or on a cell phone, it's a scenario many Americans have found themselves in: answering a…

5 years ago

MARKET WATCH: JANUARY 13, 2020

The Markets (as of market close January 10, 2020) Last Friday's jobs report was a mixed bag of information. While…

5 years ago

MARKET WATCH: DECEMBER 30, 2019

The Markets (as of market close December 27, 2019) The holiday spirit, coupled with renewed optimism on the trade front,…

5 years ago

MARKET WATCH: DECEMBER 16, 2019

The Markets (as of market close December 13, 2019) Positive developments finally arrived in the ongoing trade war between the…

5 years ago

Required Minimum Distributions

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts…

5 years ago

Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of…

5 years ago

Handling Market Volatility

Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal…

5 years ago

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