“We’re off to see the wizard!” a simple phrase that is universally known. To think, a movie that was released in 1939 still to this day brings great imagination and memories into the hearts of children and adults alike: the legendary film The Wizard of Oz. It was voted a “top 10 movie” of all time and, more importantly, it was my mother’s favorite. She was a big Judy Garland fan and was head-over-heels for musicals. One of the most memorable scenes was when Dorothy exited the door of her house after it had been swept up by the tornado and landed in Munchkin Land. She exited the door, Toto in arm, and immediately the movie turned from black and white to color. It’s a beautifully put together scene and an incredible use of Technicolor, a fairly new film-coloring technology at the time. (more…)
Is your financial house in good order? Do you know where everything is? How long would it take you to pull together all of your important financial documents? Minutes… or hours? Some of you may be thinking it could take days because you aren’t the one who handles the finances for the household or even if you do, you may have forgotten how to access certain financial documents online, or maybe worse, things are just scattered everywhere. The answer should be “minutes.” And if it’s not, it’s truly time to get financially organized, or as I like to call it, Fi-Organized or Fi-Org’d for short. (more…)
The year 1995 was an exciting one. Michael Jordan came back from retirement, digital video disks (DVDs) were invented, Netscape went public after introducing the world to the internet via its web browser, and Coolio’s “Gangsta’s Paradise” was the song of the year. It was also an exciting year for investors.
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child or grandchild’s education at the same time can be a challenge. But take heart — you may be able … Continue reading “Saving for College and Retirement Together”
As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to years tend to signal more gains ahead, so this calm market may not … Continue reading “Market Update – Markets Warming Up”
Identity theft is a growing concern, impacting 14.4 million U.S. Consumers in 2019. Armed with your Social Security number, a criminal can use that information to commit tax- and other financial-related crimes in your name.
There is almost nothing stronger than the unconditional loving bond between grandparents and grandchildren. And for many grandparents, they recognize the importance of family legacies, the passing of the torch to the youngest generation.
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