Financial Planning
The SECURE Act: Who Does it Affect?
The new decade brings with it new laws. Congress passed the SECURE Act in late December, which includes many impactful reforms for retirement plans, along with a few ancillary tax updates and extensions. The SECURE Act will touch most American families in one way or another. Rather than try to relay all of the changes…
The Risk of Doing Nothing
“The price of inaction is far greater than the cost of making a mistake.” -Meister Eckhart I was recently asked, “What is the most common mistake you see when advising families with their personal finances?” I thought back on all the wild decisions and unusual behaviors I’ve witnessed over the years. While many of those…
Get Financially Fit – Financial Health with Brian Cochran
Flexing Your Finance Muscles Brian Cochran, Financial Planner at John Moore Associates, talks about how personal finance is a lot like personal health, when it’s a good time to hire a financial “personal trainer,” and the two crucial things you should be doing when you receive money. The podcast can currently be heard at: https://abqconnect.online/brian-cochran/…
Recession Reality Check
If we have a recession in the next year, it will be the first one that everyone saw coming. Everywhere I go, people are talking about “this recession,” “the coming recession” or “Trump’s recession.” It is almost as if a press release was sent out by the economy announcing a recession is scheduled to occur…
Should I Refinance My Mortgage?
Our team of financial advisors collaborates with many local specialists in the markets we serve. I asked one of those specialists, Scott Cummings of Fairway Independent Mortgage, to provide a guest blog post regarding the recent drop in interest rates and the buzz around mortgage refinancing. Feel free to share Scott’s content with friends and…