Add These Five Things For Your 2018 Financial Planning To Do List

Make 2018 the year you finally get your finances organized

Photo by Green Chameleon on Unsplash

For better or worse, 2017 is in the history books. If 2017 was a great year for you, congratulations. 2018 presents an opportunity to build on that success. If you had a more challenging year, the new year offers fresh start, new opportunities and hope for a better future.

As you prepare for the year ahead, consider adding these 5 things to your 2018 financial planning to do list.

How To Make The Most of The Dow at 25,000

5 ways to capitalize on markets that are at all-time highs

Photo by Federico Respini on Unsplash

“Make hay when the sun shines.” That’s what the farmers say.


On Thursday, January 4, 2018 the Dow Jones Industrial Average (Dow) topped 25,000 for the first time.

That’s a lot of sunshine! And it’s obviously great news for investors and anyone who has been “long” in the market these past several years.

How high will markets go? What’s the best way to make hay before the sun sets on this amazing run in the stock market?

Happy New Year!

My New Year’s resolution is to bring a little more joy into my life. To me that means being a little less uptight, having a little fun once in a while, and not caring so much about what others may think.

Heck, I might even leave my tie at home once in a while. Wow, how crazy is that?

I will be back from my brief blog break the week of January 8th. In the meantime, I hope you enjoy this fun little video from the Piano Guys.

What is your resolution for the new year?


Happy Holidays!

Happy Holidays to you and your family. I will be enjoying a brief, blog break over the next two weeks. Rest assured, I will return in the New Year with plenty of fresh new content.

I hope your holiday season is filled with love and peace.

Don’t Let These 5 Myths About Gifting Assets Stop Your Holiday Giving

Photo by Ben White on Unsplash

As we approach the end of the year, you may be thinking of making a large financial gift to your children, grandchildren or others in your life.

Gifting strategies and the tax laws that create them can be confusing. Even as I write this, Congress is considering major legislation that could impact generational gifting for millions of Americans in the future.

Don’t let these 5 myths about gifting assets stop your holiday giving this year.