Northbrook Financial
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Turning money plans into money action in 2023!
A recent study published in The Ascent revealed interesting trends with regard to financial...
Year-End Tax Planning & Checklist
As the end of the year approaches, it's important to start thinking about your tax situation....
A deeper look at the benefits of 401Ks
401(k) Plans Aren't Just for Retirement, But Starting Early Matters Millennial and Gen Z...
Year-End Planning for Solopreneurs
The solopreneur refers to someone who organizes, manages, and assumes the risks of a business...
November Investment Update
Economic data showed some movements in the right directions, both up and down. The Federal Reserve...
Marathons & Money: Thoughts from a Financial Planner on a cold marathon morning
On November 20th 2022, I completed the Philadelphia marathon for the 4th time, and while my...
Your retirement savings just got a boost from the recent IRS inflation adjustments!
Taxes are complicated…..there is no question about that. Part of the complexity comes from the...
How Do You Create a Retirement “Paycheck?”
There’s one question we hear most often from those nearing retirement, is some variation on this:...
Cash Savings: The Rise of “Yield”
Cue opening credits…. Dark clouds gather over the famous Wall Street subway stop as various assets...
Do You Need a Budget in Retirement?
You saved diligently, invested carefully, and now you have a sizable nest egg that can most likely...
September Investment Update
After the bear market rally in July was extended for the first few weeks of August, Federal...
Student Loan Forgiveness: The Basics
Millions of U.S. college graduates have begun their careers with a crushing student loan debt...
Maryland Student Loan Debt Relief Tax Credit
If you, or anyone you know, lives in Maryland and has student loans, you could be eligible for a...
Stocks, Twitter Polls, and Market Games
On Saturday November 6th, 2021, Tesla CEO Elon Musk released a Twitter poll asking if he should...
Year-end Money Moves
As 2021 draws to a close, now is a good time to consider smart money moves. “It's a marathon, not...
Inflation Got You Down? I Bonds to the Rescue!
Inflation: What is it and why are we freaked out by it? Inflation is a decline in the purchasing...
Taxes Today, Tomorrow, or Never! A Discussion on Tax Savvy Long Term Investing
Imagine two builders, both tasked with building identical, structurally sound, and physically...
The Great Mortgage Debate
Politics and religion - two topics to be avoided at work, social gatherings, and if you are...
Cut Through the Jargon Part II: Mutual Funds, ETFs, Diversification, and Fees
Imagine going to the supermarket with a simple goal: purchase food for the week. Easy enough, but...
Cut through the jargon: Stocks & Bonds
A 2018 BBC article noted that “there are an estimated 171,146 words currently in use in the...