by Hannah Moore | Sep 25, 2019 | Financial Planning, Personal Finance
If you’ve been watching the news lately (as of this writing, it’s September 2019), you might be seeing a lot of headlines about the “Feds lowering interest rates again” or “interest rates at an all-time low.” You might also see the other headlines that indicate a...
by Hannah Moore | Jul 17, 2019 | Financial Planning, Goals, Investments, Personal Finance
In this year’s annual letter to its shareholders, Berkshire Hathaway CEO Warren Buffett had an eloquent yet simple perspective on looking at finances: “Focus on the forest, forget the trees.” Too often, investors who evaluate Berkshire Hathaway obsess on the details...
by Hannah Moore | May 1, 2019 | Financial Planning, Personal Finance
We’ve all received those annoying texts, emails, and phone calls letting us know that our warranties have expired, that our credit card has been frozen, or that “unless we send $99 right now,” our software will no longer work — whatever that means! Worse yet, some...
by Hannah Moore | Mar 20, 2019 | Personal Finance, Retirement, Taxes
Most clients are surprised when they get to retirement and see that their taxes have changed. I have this conversation with almost all of my clients when they retire. They go from having a normal W2 income, where their taxes are withheld — and sometimes they even...
by Hannah Moore | Mar 15, 2019 | Personal Finance, Taxes
It’s almost April, which means that it’s almost Tax Deadline Time. For most people, taxes aren’t something they look forward to, but it’s also not something they worry about that much. After all, you fill out a few forms and hope to get a return, right? But in my work...
by Hannah Moore | Feb 27, 2019 | Financial Advisor, Financial Planning, Personal Finance
When the markets fall, it can be intimidating for everyone — including your financial planner. As an individual, watching your account balances fall is stressful and, as a financial planner, we watch that happen to each of our clients. It’s hard to see our clients...
