Archive for June 2019
How Would You React Tomorrow If You Didn’t Act Today?
How Would You React Tomorrow If You Didn’t Act Today? What if you already knew the market’s future? Would you choose to make some changes today rather than be in a position where you wished you’d have done something different? During this time in our market, I’m reminded of when I look at my child…
Read More[Video] The Peter Principle Explains Our Incompetence
[Video] The Peter Principle Explains Our Incompetence MICHELLE SMALENBERGER, CFP ® Do you ever look back and think about the things that helped you get to where you are today? As you move up the ladder within your corporation, or you move from one opportunity to another –even between businesses. How does the Peter Principle can…
Read More[Video] States With No Income Tax
[Video] States With No Income Tax STEPHEN SMALENBERGER, EA ® One question that Michelle and I get a lot, especially as clients are getting closer to retirement, is, “Where should I look to relocate? I don’t want to live in a cold area. I don’t want to deal with snow. I want to move somewhere…
Read MoreSummer School
Summer School School is out for the year and your summer fun has probably already started! Remember before school ended that the teachers were telling you to keep reading or practicing something over the summer? There are statistics that show how important it is for kids to continue reading every day even during the summer…
Read More[Video] Encourage Your Student To Lower The Household Payroll
[Video] Encourage Your Student To Lower The Household Payroll MICHELLE SMALENBERGER, CFP ® I’ve shared before, about a recent career fair that we were invited to be a part of. This experience reminded me that there are ways that we can be encouraging students to do their best and find opportunities all along the way.…
Read MoreIt’s Not Typical: This Recent Financial High
It’s Not Typical: This Recent Financial High Are you riding this week’s financial high? Remember these second chances we’ve discussed that you’re being given to make any allocation changes necessary to adjust your risk for volatility you don’t like to see. And maybe you’ve seen the past few days of gains the market has continued…
Read More