Tag: investments

Squirrel:  The Intelligent Investor

These have not been ordinary times.  Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low...

Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

A Comprehensive Comparison of Retirement Plans

How do you see your retirement from your mind’s eye? Are you living the same lifestyle during your retired life? Have you managed to get...

So, You Want to be a Real Estate Tycoon?

A client of mine recently inherited some money. She’s happy with her investments but has been itching to buy a real estate investment property.  An...

10 New Year’s Financial Resolutions

After the holiday season shopping is completed, most of us find that our bank accounts are a bit smaller than we hoped they would be....

Making an Effort to Save Money

The Bureau of Economic Analysis recently announced personal income is up 2.7 percent in the past year. Spending is also up 3.7 percent in the...

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