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Keri Gore | May 18, 2018

Tax Planning Basics

Tax Planning
IRA maximums
Tax Reform Legislation

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes

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Keri Gore | Apr 26, 2018

Do You Need an Emergency Fund? - YES!

Savings
Finance
Emergency Funds

One of the building blocks of a strong Financial Plan is your Emergency Fund: Do you have one?  If not, do not think you are immune to the financial perils that

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Keri Gore | Apr 9, 2018

Common eBay and Craigslist scam tactics

In our last blog, we talked about methods for cleaning out unwanted items and turning them into cash. Craigslist and eBay are two of the most popular “middle

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Keri Gore | Mar 9, 2018

Got Stuff? Get Cash

sell used
sell stuff

Whether we want to admit it or not, we all have a pile of items we don’t use anymore – an old dresser, a digital camera that has been replaced by your cell

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Keri Gore | Feb 12, 2018

Market Letter February 2018

Market Volatility
Risk Tolerance

“The market will go up and it will go down, but not necessarily in that order.”

J.P. Morgan

chartnew.jpg

Buckle your seatbelts, volatility is back. After the most placid

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Keri Gore | Jan 31, 2018

Savings Tools to Keep Us Disciplined

bills
budgeting
financial planning
retirement
Saving
savings planning

We have all been told that disciplined saving is the key to financial success. While it sounds simple in concept, the reality is a little more complex. How much

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Keri Gore | Jan 5, 2018

Get In shape for 2018 - Financial Fitness 101

Finance
lifestyle

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there are always new fitness

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Keri Gore | Dec 15, 2017

529 Plan Usage Potentially Expanded - Funding and Financial Aid

529 Plans
Tax reform
financial aid
FAFSA
college cost

It is no secret that we’re big on 529 plans as investment vehicles to assist with higher education costs, especially since it is possible that the new Tax Cuts

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Keri Gore | Dec 1, 2017

Amazon: World Domination?

Amazon
small business,

My favorite subject at the moment is Amazon. The company that spent the first decade of its life devoted to selling paperbacks over the internet has quietly (or

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Keri Gore | Nov 9, 2017

Hedge Fund Basics

Hedge Funds
Investment Education

The final part of our “investment basics” series will cover the wild world of hedge funds. Hedge funds get a lot of press for their high fees, big-ego portfolio

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Keri Gore | Oct 27, 2017

Commodities Markets - The Trading of "Stuff"

Commodities
Investment Education

A former colleague was fond of saying, “there are five different places you can put your money: stocks, bonds, real estate, cash, and commodities.” We’ve

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Keri Gore | Oct 12, 2017

Financial Empowerment cont. - The World of Fixed Income

Fixed Income
Financial Empowerment
Financial Education

Continuing our Financial Empowerment series, this blog article introduces our readers to the world of fixed income.

What is a bond? To keep things simple, a

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