Take-Aways from a Government Report on Financial Education

I recently read a new report from the U.S. Treasury Department titled Federal Financial Literacy Reform: Coordinating and Improving Financial Litera…

When Are People Ready to Retire?

There is no simple answer to the above question. Many personal factors are involved and each individual is different. However, there are five key que…

Take-Aways from the AAFCS Conference

I recently attended the 2019 American Association of Family and Consumer Sciences (AAFCS) conference in St Louis, MO. Below are five “nuggets” that I…

Mid-Year Tax Planning Strategies

We are at the mid-year point, which is a great time to review projected income tax liability and tax withholding for 2019. The Tax Cuts and Jobs Act …