Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.

  • February 06, 2018

    What are the reasons for the recent market downturn?

    Clark shares his views on the recent Market Pullback.
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  • January 22, 2018

    Retirement Planning Mistakes

    Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they ...
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  • December 28, 2017

    Examining the 2018 Social Security COLA and Increased Medicare Premiums

    Seniors in the Washington D.C. area and the rest of the country received good news this fall. Next year, monthly Social Security income payments to retirees will increase by 2.0%. That will mean an extra $326 – roughly $27.40 a month – for the average Social Security recipient in 2018. This ...
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  • December 19, 2017

    The Tax Cuts and Jobs Act of 2017: How Will the Bill Effect You?

    The Tax Cuts and Jobs Act of 2017 hasn’t been formally ratified by the U.S. House and Senate, but with votes scheduled for the House this afternoon and the Senate late tonight, the bill will likely be sent to the President’s desk by tomorrow morning. As you probably know, the ...
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  • December 13, 2017

    End-of-the-Year Money Moves

    What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 ...
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  • November 27, 2017


    The holiday season is a few short weeks away and now is the time for Middle Class Millionaires to begin thinking about their charitable giving for the year. Armed with a few simple strategies, you can give more regardless of the status of the financial markets. Of course, the main ...
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  • November 09, 2017

    A Breakdown of the New Tax Legislation

    Chances are, you’ve heard that tax “reform” is right around the corner. First, the White House released its tax legislation wish list. Now the House Republicans have released a proposal called the “Tax Cuts and Jobs Act,” which fleshes out some of the details. The House bill would reduce the number ...
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  • September 27, 2017

    Equifax Hack: What Now?

    A few weeks ago credit reporting agency, Equifax, announced that they had been hacked earlier this year. Equifax claims the personal data of roughly 143 million Americans and some 100,000 Canadians has been stolen. Hackers were able to access names, addresses, Social Security numbers, driver’s license numbers and credit card ...
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  • September 08, 2017

    The Equifax Data Breach

    On September 7, credit reporting agency, Equifax, dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans between May and July – about 44% of the U.S. population. The culprits were able to retrieve roughly 209,000 credit card ...
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  • September 01, 2017

    Harvey’s Impact on the U.S. Economy

    By now, you have watched with sympathy and concern as hurricane Harvey flooded Houston. You may remember seeing similar footage when Hurricane Katrina roared through New Orleans, and when superstorm Sandy roared through the most populous areas of New Jersey and New York. As you see Houston sitting in six ...
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