Column, Money Matters

Mortgages in retirement

By Kevin Theissen There is a lot to consider when preparing for your retirement – and it can be overwhelming for some. Saving, investing, medical costs, and making sure you have sufficient income for years to come is just the […]

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Column, Money Matters

Financial literary quiz

The FINRA Investor Education Foundation published a report that found “…financial literacy has significant predictive power for future financial outcomes, even after controlling for baseline financial characteristics and a wide set of demographic and individual characteristics that influence financial decision […]

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Column, Money Matters

IRS audit red flags

By Kevin Theissen Certain red flags could increase your chances of getting the attention of the IRS. Luckily, the chances that your tax return will be chosen for an audit are very low. The IRS audited less than 0.5% of […]

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Column, Money Matters

There are always risks

By Kevin Theissen After a year of living with the fear of Covid-19, many investors are hoping 2021 will bring a return to “normal,” even if the new normal may not be exactly like the old one. Optimism about the […]

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Column, Money Matters

And they’re off!

By Kevin Theissen Holiday shoppers may not have been racing into brick-and-mortar retail stores, but that doesn’t mean they weren’t shopping. Consumers have earmarked about $998 for spending on winter holidays, which include Christmas, Hanukkah, and Kwanzaa, according to the […]

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