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Category: Personal Taxes

Savers Can Sleep More Soundly at Night

Posted on May 19, 2023May 23, 2023

Since the turbulent days of the Great Financial Crisis, the US banking sector has been relatively stable. Rock-bottom borrowing costs and a COVID-19 powered demand for digital services had kept […]

Posted in Personal TaxesTagged FDIC, Savings protection

A Cash-Out Refinance Can Be a Lifeline

Posted on May 11, 2023May 23, 2023

A cash-out refinance is a way for homeowners with enough equity in their residences to access a lump sum of cash. They can then use that cash for anything they […]

Posted in Personal Taxes, UncategorizedTagged cash-out refianance, refianance

Ways to Maintain a Debt-Free Lifestyle and Still Live Comfortably

Posted on April 26, 2023April 26, 2023

Living comfortably in the lifestyle you desire can be done without acquiring an overbearing amount of debt. The reality is that with a few simple alterations in both your habits […]

Posted in Personal TaxesTagged debt free, family budget, lifestyle

CAPE Indicator: Do You Know How to Use It?

Posted on April 12, 2023April 24, 2023

Like a traffic light, the CAPE metric flashes clear red and green signals. When the S&P 500 Shiller CAPE rises over a 30 threshold, the red light suggests that prices […]

Posted in Personal TaxesTagged CAPE ratio, markets, S&P

Starting Late? Tips For Building Quick Retirement Savings

Posted on April 5, 2023April 24, 2023

Maybe you spent most of your early career working paycheck to paycheck. Perhaps your savings went to college funds for your children or paid off old debts. Whatever your circumstances, […]

Posted in Personal TaxesTagged Financial Planning, retirement, Retirement Savings, savings

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  • Savers Can Sleep More Soundly at Night
  • A Cash-Out Refinance Can Be a Lifeline
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The articles in this blog are published with the understanding that the authors are not rendering legal, accounting or other professional advice or opinions on specific facts or matters, and, accordingly, assume no liability whatsoever in connection with its use.

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