As a highly compensated executive, you are focused on your career and management responsibilities. But no employee can afford to overlook personal financial planning. At the same time, your employer has a vested interest in helping you, and not just in your job, but in your personal wealth management as well. Why? Because when you’re...Read More

Via the recent CARE Act, many homeowners that have a mortgage now qualify to halt 12 payments on their monthly mortgage through a forbearance request to their lender. Now, nearly 4% of all mortgages are in forbearance and the Mortgage Banker Association reports a 1,270% increase in forbearance requests the week of March 2 and...Read More

We are living in unprecedented times. For many of us, our daily routines might have changed, such as trading the commute to work for the pajama bottoms meeting. However, for many in the community, life continues on without too many difficult adjustments. There is a certain group of individuals out there, who have never had...Read More

While many people are rushing to the grocery and big-box stores around the world to stock up on life’s necessities, many are failing to see the long-term implications of reviewing their financial situation. Instead, individuals are replacing their well-thought-out strategies with emotional reactions, often through fear. In times of fear, the action itself does not...Read More

As of writing this article, the markets continue in a downward trend. Headlines around the world are telling everyone to embrace for the worst regarding the outbreak of coronavirus (COVID-19). When it comes to you and your family’s health, at My Financial Coach, we encourage everyone to stay vigilant, listen to the recommendations of the...Read More

For weeks, anxious investors have had to endure headlines that conjure memories of the 2008 Financial Crisis. During these times of market volatility it is important to keep the situation in perspective, and while the headlines of today may seem unprecedented, panic can have unintentional consequences.   The latest news coming out for the coronavirus...Read More

“Life is so beautiful that death has fallen in love with it, a jealous, possessive love that grabs at what it can. But life leaps over oblivion lightly, losing only a thing or two of no importance, and gloom is just a passing shadow of a cloud.” —Yann Martel, Life of Pi My Financial Coach...Read More

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes”.  – Benjamin Franklin   Benjamin Franklin was one of the greatest “Renaissance” men of his generation, adept at everything from science to politics, he was also known...Read More

“For time and the world do not stand still. Change is the law of life. And those who look only to the past or the present are certain to miss the future.” – John F. Kennedy      Nothing in life stands still, including the laws that govern our country. While we understand that laws...Read More

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This law puts into place sweeping changes to everything from providing more access to retirement plans, raising the Required Minimum Distribution (RMD) age to 72, and removing age restrictions for contributing to Traditional IRAs. Among all...Read More