Category: Investment Strategy

Women and Wealth: Financial Advice for Recent Widows

Most new widows have a lot of questions about financial matters. Below are the questions that I am most frequently asked, as well as my advice for helping women feel in control of their new financial situation.   Q: My spouse handled most of the finances. Now, I am overwhelmed and am not sure where […]

Tax Loss Harvesting: The Basics

After my wife and I submitted our income taxes this year, we sat down and uncorked a bottle of Roc’h Avel Clos De L’elu. Our taxes were a little more complex this past year, and it was definitely a good excuse to relax, and indulge in a deliciously crisp glass of wine (or two). Even […]

Uncle Sam’s Wallet: The U.S. National Debt and Deficit

The Congressional Budget Office (CBO) announced that it projects the U.S. federal deficit to surpass $1,000,000,000,000.00 a year starting in 2020. Yes, that is 1 trillion dollars! This annual deficit is adding on to the already-staggering U.S. national debt every year, not to mention the interest that is also accumulating to service that debt. It’s […]