Ben’s (not-so) Bold Predictions for 2020

Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an election year, I’m willing to make some predictions for you. I’m not in the game of making guesses per se [I’d rather call them “reasonable assumptions”]. But I share these predictions to… Continue reading Ben’s (not-so) Bold Predictions for 2020


7 Year End Financial Planning Considerations

I’m reminded every morning how many “sleeps” are left before Santa comes. My boys (2/3) are very very excited to say the least! But I’m still in work mode and maybe you have some year-end items to take care of too? Be sure to make some time for financial planning before turning the page on… Continue reading 7 Year End Financial Planning Considerations