In my September blog post, I covered the concept of “The Number.” It is the amount you need to save during your working years in order to have a
Welcome
Finance
Financial skills are critical to both corporations and individuals. Acquiring and effectively allocating limited resources requires analysis and planning as well as critical thinking skills to adapt to an ever-changing world.
The Pandemic’s Toll on the Credit Card Industry
The credit card industry has not been immune to the COVID-19 pandemic. Credit card issuers and financial institutions have faced challenges in 2020 and
Retirement Savings: What’s Your Number?
"The Number" -- or the amount you need to save during your working years in order to have a comfortable retirement -- is, in my opinion, the Holy Grail
FinTech’s Growing Footprint in Financial Services
What is FinTech? FinTech is short for financial technology. The FinTech industry is comprised of businesses that utilize new technology to create
The Expanded Child Credit & Dependent Care Tax Credits
Recent tax law changes just enacted under the American Rescue Plan Act (ARPA) may affect you. The ARPA was passed by Congress and signed into law on
A New Line of Business: From Gas to Electric
This past spring, I was in the market to buy new lawn equipment. I did what most consumers do, and I researched online and found several stores were
“This Is Your Captain Speaking: The U.S. Airline Industry Is Back… Sort Of.”
By April 2020, the U.S. airline industry was thoroughly devastated by the COVID-19 lockdown. Restrictions were imposed and quarantine protocols in
Bitcoin, Gold, Stocks, Real Estate, Cash
How to Choose the Perfect Asset I know, leave it to an accountant to write a blog post about assets. Well, this is the stuff that keeps us up at
Student Loan Debt: To Forgive or Not to Forgive
At the time of this writing, 45 million Americans owe more than $1.71 trillion in student loan debt. To put this in perspective, there is more
Big Banks Adjusting to Pandemic and Shifting to Digital Services
The COVID-19 pandemic has forever changed the banking industry. According to the Federal Depository Insurance Corporation, the three largest banks in
