By Colleen Weber, CFP^®, CPA

People are talking. They’re anxious to see where the market is headed. Maybe you’re one of those people, wondering what 2019 holds, what the economy will do, how you can prepare. Wishing someone with a crystal ball would show up to predict the year to come.

By Colleen Weber, CFP^®, CPA

As you celebrated the start of a new year, did you join the millions of others who use this fresh start to conquer goals and accomplish things that are important to them? While setting New Year’s resolutions is a healthy way to set your intentions for the year, 80% of resolutions fail by February. (1) Thankfully, it doesn’t have to be this way. If you have dreams of making 2019 your best financial year yet, these 7 small but impactful steps will help you jump-start your financial plan and set a firm foundation for your financial life.

With the holiday season in full swing, our team at Colleen Weber CPA, CFP® would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you and appreciate your trust in us to provide exceptional services that help you save money on taxes, simplify your financial life, and enjoy increased peace of mind.

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With the end of the year and the holiday season upon us (especially Thanksgiving), I thought that it would be perfectly fitting to spend some time talking about gratitude. Sometimes we let the busyness of life, work, and all the other distractions out there get the best of us, causing us to completely forget about expressing gratitude to ourselves and others. In addition, we are so naturally inclined to think into the future, whether it be to obtain more “things,” achieve the next milestone, etc., that we never stop to be grateful for what we have in the present moment. My hope is that in reading on about the benefits of gratitude, you will adopt more of an “attitude of gratitude” in your daily life.

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If some random person off the street handed you $10,000 in cash, no strings attached, and would pay the taxes on this windfall, what would you do with it?

Read More “Generational Financial Divide”

Microsoft founder Bill Gates recently wrote a blog column outlining the three most important facts that people should know about our world today.  It turns out that there were actually quite a number of facts, but they were related to three basic categories of human existence.

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High-achieving people will tell you that they sacrificed to get where they are, but what, exactly, did they sacrifice?  An article in Forbes magazine lists 18 things that high-achieving people routinely give up—and many of them are not what you would expect.

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Where should you go on your next vacation trip?  Your satisfaction and enjoyment level may depend on who you are, according to psychologist Joshua Jackson, associate professor at Washington University in St. Louis.  He identifies five core personality types—extraversion, agreeableness, conscientiousness, neuroticism and openness. And then he identifies a great potential vacation destination for people with each personality trait.

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If you believe that the trend is your friend, then perhaps the U.S. stock market is in for an excellent fourth quarter. U.S. equity markets suffered small losses in the first quarter, followed by decent single-digit gains in the second quarter.  Now that the third quarter is in the books, a somewhat larger gain has put stocks in solid positive territory for the year.

Read More “2018 Third Quarter Market Report”

You’ve probably heard the saying “Hindsight is 20/20.” Well, this is especially true when it comes to retirement. Many people are entering retirement and discovering several things they wish they’d done differently. Luckily, you can avoid problems in your own retirement by learning from the mistakes of the millions of people who have gone before you. Here are the top four regrets in retirement.

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