Charitable giving can start small As published in the Racine Journal Times | Dec 3, 2014 It’s common knowledge the period of time between Thanksgiving and the end of the year is one of the busiest for donations to charities. Anyone who has donated to more than a couple of worthwhile organizations can expect to…
As seen in the Racine Journal Times | November 5, 2014 One of the biggest financial changes we see in our clients’ lives is the death of a spouse. Besides the emotional toll this loss incurs, the fears around money also become much more acute. In particular, the fear of running out of money or…
As published in the Racine Journal Times | October 1, 2014 I’d like to share a prediction in this month’s column with you. I think stock prices will go down more. After almost six years of gains, it seems almost inevitable that stock prices should at least reach a plateau or even go down. They…
As published in the Racine Journal Times – September 4, 2014 Now that it’s back to school time, children aren’t the only ones who should be thinking about learning. Whether you work for someone else or own your own business, enhancing your skills at work is a worthwhile endeavor. Ultimately, it’s our careers that are…
As published in the Racine Journal Times | August 6, 2014 The Social Security Board of Trustees released their annual report a few weeks ago indicating the program is projected to exhaust its assets by 2033 resulting in only being able to pay less than 75 percent of promised benefits. Similar to past years, the…
As published in the Racine Journal Times | July 3, 2014 Is it likely you or someone you know will need help as they age? Have you done anything to prepare? Fortunately, there are a number of actions you can take starting with making sure certain legal documents are in place, understanding the financial realities…
As published in The Racine Journal Times | June 12, 2014 Last month, I had the opportunity to travel to Omaha, Neb., for the annual shareholders’ meeting for Warren Buffett’s company, Berkshire Hathaway. So what did I learn (besides the need to pack a blue blazer next year to fit in better with all the…
As seen in the Racine Journal Times | April 30, 2014 Driving around Racine, I often see homes for sale that have been listed for well over a year. I often wonder how the sellers are dealing with this unnecessary delay in moving forward with their lives. Focusing on a strategy for hassle-free home sales…
As seen in The Racine Journal Times | April 3, 2014 A couple of important rules went into effect at the beginning of January that may affect your ability to obtain a loan to buy a house. Two of the more important changes apply to borrowers’ ability to repay the mortgage and what types of loans…
As seen in the Racine Journal Times | March 6, 2014 Whether you have ever voluntarily (or involuntarily) left a job, everyone should be prepared for this life transition that will most likely occur more frequently in the future. Ignoring the realities of today’s job market only makes the eventual change more disruptive.