Matt's Weekly Column

Potential Tax Bills and Your Strategy for the Cost of College

Both the House and the Senate are introducing bills that will affect the financial future of a significant number of Americans. These bills may benefit some people, and they may also be harmful to others, depending on how they are finalized and which version of them (if any) passes. The one guarantee is that the government wants and needs money, it's just a matter of who will be paying them, and how. [...]

Understanding Your Employee Benefits Program

When many of us think about what our job provides, we immediately think of a salary. It's the most obvious form of compensation. It's a number that is added to our bank accounts each month. It's easy to add up, and easy to compare to other jobs, people, and opportunities. But, it is only one small part of your employment benefits. The political climate in the past decade has placed a spotlight on health insurance, and costs associated with it. [...]

Financial Preparing for a New Baby

Having a baby is an overwhelming task for most parents. It's stressful, exhausting, scary, and one of the most fulfilling things most of us will ever do in our lives. Part of the stress is financial. A new born is like a spotlight, showcasing and magnifying any existing money troubles you had, as well as, creating new ones. When operating on little to no sleep, and wanting to spend every waking moment with the newest member of the family, managing and organizing finances is the last thing many want to do. [...]

Rebalancing: When, Where, and (most importantly) Why?

When it comes to your risk tolerance, you may have decided a few years ago to invest a large percentage of savings in stocks and remaining percent in bonds. Over time, these different portions grow at different rates, and can knock off the original balance between the two. A new study from Wells Fargo and Gallup discovered that this is likely the case for the majority of investors, as less than half bother to rebalance their portfolios and match their target mix to their risk tolerance at least once a year. [...]

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