Earlier this week, we posted a letter we shared with clients containing some insight into the Equifax data breach, including options for responding to this potential invasion of privacy and identity theft. We’re sharing that information again, below.
Photo credit: Peter Dant Photography
On August 21, 2017, the first total solar eclipse in the United States since 1918, ran from coast to coast, from Oregon to South Carolina.
It was a big deal.
Some financial experts raced ahead in the news, predicting a $700 million dollar ‘hit’ to the USA’s collective productivity bottom line, thanks to people taking time out of their day (or the day off) to watch the celestial show. (Read why Forbes says this is bunk.) The Associated Press reported that it was the most observed and reported eclipse in history.
It was special for those of us occupying the north west hemisphere as this eclipse event was only visible in the United States and there won’t be another one like it until April 2024.
How special was it?
Image courtesy of Jeremy Wong
More and more people are marrying in their late 20’s and well into their thirties. They’ve been working for a few years. They’ve already bought furniture and appliances for their apartment or home.
My Response to: “Goal Setting Doesn’t Work.”
Sarah Robbins of Blue Blaze Financial Advisors, walking in Bryce Canyon National Park
A recent article by Darren Hardy, the creator of the magazine, SUCCESS, shows his smiling picture beside an article where he makes the bold claim that “Goal setting doesn’t work”. As a huge believer in goal setting, I was taken back by the headline but went in with an open-mind. “Maybe this guy has a point I haven’t considered,” I thought.
Topics: Goal Setting
This month Blue Blaze Financial Advisors joined a growing community of startups, big companies and retail businesses moving into Bell Work’s the former Bell Labs megalith structure in Holmdel. Somerset Development is reimagining the Eero Saarinen designed masterpiece into a live, work, play space complete with an indoor quarter mile Main Street, hotel and restaurants. It's located in Holmdel, NJ, right off exit 114 of the Garden State Parkway.
There’s a famous saying that if you fail to plan, then you’re planning to fail. Though the importance of planning for retirement seems pretty obvious, many people neglect it or don’t put the necessary time into the process.
The funny thing is, people put plenty of time into planning other events in their lives, whether it’s a vacation, wedding, or birthday party.
But you can easily apply the same principles you use to make other plans to retirement.
“How much money will I need for retirement?” That’s a loaded question that I often get from my clients. If you’re like most people, you’ve been wondering about it too.
When you were a kid, there were probably moments in life you couldn’t wait for. You know those times when you had butterflies in your stomach and couldn’t sleep at night because you were oozing with excitement and anticipation of that summer vacation, trip to Disney World, Christmas morning, or that big movie premiere.
Topics: Financial life guidance
Did your child attend summer camp or after school tutoring last year? You could be leaving money on the table if you aren’t utilizing the dependent care credit.
Topics: Dependent Care Credit
When you sit down with a financial advisor, you’re not expecting to be asked questions like, “What is your ideal life?” or “What things are most meaningful to you?”
Those types of questions are reserved for Oprah interviews, not financial planning sessions. You’re expecting to discuss investments, assets, tax returns, debt and retirement planning. What do those deep and probing inquiries have to do with managing your money?