Finance Friday: Contributing to IRAs 03/27/2026
How do you know if you are contributing IRAs funds for previous tax year or current tax year? Good morning everyone and welcome back to Finance Friday. Tax Deadline is coming up and Im willing to bet that some of you still haven’t contributed to your retirement accounts. I received a great question that I […]
Finance Friday 03/06/2026
Tax Season is in full swing! Good morning friends and welcome to Finance Friday! This month we’ll focus on Tax Planning, a crucial part of your overall Financial Plan. Taxes are boring, I get it. However, by investing your time to understand your tax return on a simple level along with having annual conversations with […]
Finance Friday 02/27/2026
Is it a good strategy to use your investment account as your emergency savings account? Good afternoon everyone and welcome back to Finance Friday. The question of the week comes from K.G. K.G. asks “ My advisor keeps telling me to keep money in a savings account for emergency purposes. However, its in a savings […]
Finance Friday 02/27/2026
Finance Friday 02/20/2026
Are you growing weary of lending your money to the government? Good morning everyone and welcome to another Finance Friday. Many people invest in Bonds as a hedge to the stock markets. Traditionally, when the stock market drops, Bond yields go up, protecting the portfolio’s downside. The safest and most risk free of those bonds […]
Finance Friday 02/13/26
Why is AI impacting Commercial Real Estate? Hi folks and welcome back to Finance Friday. My apologies for last week, I caught a cold and just shook it off this week. Today I’ve got a quick market update for you. The biggest news coming out this week was the jobs report. According to the report, […]