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From the Desk of Todd Wike

From the Desk of Todd Wike

I read an article earlier this week that was written by one of the “talking heads” on CNBC (one of the “talking heads” that I really enjoy listening to, by the way) and it made me think.  He wrote about the “Quarterly Investment Letter” and how it has quickly become a...
Are You and Your Partner on the Same Retirement Page?

Are You and Your Partner on the Same Retirement Page?

Many couples don’t agree on when, where or how they’re going to spend their golden years. In 2018, Fidelity Investments asked couples how much they think they will need to save for retirement to maintain their current lifestyle. Believe it or not, 49% said they had...
Double the Inheritance, Double the Planning

Double the Inheritance, Double the Planning

Women may be in for double the planning when it comes to managing windfalls. Inheritances are a blessing that can relieve old debts while opening doors you didn’t know existed. However, as fortuitous as an influx of wealth can be, the emotional and administrative...
Home Office Deduction

Home Office Deduction

If your home is your principal place of work and you dedicate an office or portion of your home to work, then you may be able to deduct expenses. This applies to homeowners and renters alike. Here are some requirements to consider for this deduction: You use your home...
Take a Smart Break – From Your Smartphone

Take a Smart Break – From Your Smartphone

It’s not just millennials who are attached and addicted to their phones. Smartphone addiction can affect just about anyone, and it’s really a “thing.” Unplugging is the answer – taking a break from social media, apps, games, calendars, and videos. Here are a few...