Helpful Tips & Reminders

Top of Mind (Q2 2019)

Each quarter, we will share three things that we are keeping Top of Mind

Here's our latest list:

1.) Reading List

I was recently asked about my “must read” news sources and daily email lists.  Seems like there is an endless supply of news to pick from but here are a few of my daily reads and favorites:


Newspapers of choice : Wall Street Journal and New York Times.  I receive the print edition of the WSJ (call me old fashioned!) but I read the Times online.  Both sites have excellent menu options that allow you to set preferences for your news feed as well as email alerts

Other business sites : I also review headllines from Bloomberg, CNBC, Dealbook, and Financial Times

Daily Emails :

  • The Skimm – part fun, part news.  This daily email curates the day’s top news and includes a lot of information and a bit of humor

  • Capitol Insights – written by Greg Valliere, a top Washington strategist, this daily email is an invaluable look inside Washington DC, with a focus on the markets

  • The Hustle – self described as “all the tech and business you need each morning, bite sized”

  • Seth Godin’s Blog - think this is only a blog related to marketing? Think again. These daily messages always leave me thinking and looking at my days in a whole new light

Podcasts – Prefer to listen on the go? Three news/business podcasts I enjoy include The Daily, Up First, and Recode/Decode

2. Check your Mortgage Rates


In 2018, it was widely believed that interest rates were headed in one direction – up.  Fast forward to today and interest rates (namely those at longer maturities) have actually trended lower. The reasons for these moves are many (we’re happy to explain further). But if you are a homeowner with a mortgage (especially one from late 2018) , it may be worth evaluating a refinance. Can’t hurt to look into it!


3.) Social Security – whether you are decades away from claiming benefits or are currently doing so, it is always a good idea to annually verify your earnings history with the Social Security Administration (“SSA”) . SSA receives your earnings from the IRS (via your tax returns) but as with most things in life, mistakes can happen.  Take the time to visit, retrieve your statement, and verify the wages listed. 

Top of Mind (Q1 2019)

Each quarter, we will share three things that we are keeping Top of Mind

Here's our latest list:


1.) 2019 Contribution Limits - I know - 2018 is barely over and you’re still working on tax prep for last year. I get it - but it’s never too early to start planning your savings for the new year. As you sketch out your plan for the upcoming year, keep in mind the contribution limits to various retirement and employer plans, as well as any associated income limitations


2.) Don’t let the year pass you by - “The days are long but the years are short.” With every year that goes by, this phrase becomes more and more accurate. I recently heard of an app called “1 second everyday” This automates a trend that came into play a few years back, where you take 1 second video clips each day and string them together. The app does all this for you and allows you to use Live photos as well. What a fun memory at the end of the year! I’m going to try it out this year - let me know if you do as well!


3.) Learn something new in 2019 - If one of your goals for 2019 (or one of your 19 for 2019 - see blog post here) is to learn a new skill, do what I’m doing and check out SkillShare! It’s an online learning platform that offers over 25,000 classes in a variety of subjects from design to business to writing. First two months are free so what do you have to lose?