by Mark R Tracy, MBA, CFP® | Financial Plan, Protecting Family Money
Suppose an emergency strikes and your family needs to quickly access important financial and personal information. Now, ask yourself—are these documents organized, secure, and easily accessible? Having a system for storing your crucial documents and passwords may save...
by Mark R Tracy, MBA, CFP® | Lifestyle, Self Employed
Having a small business or side hustle can be a great way to increase your income. Even though the old saying goes, “It takes money to make money,” what if you just don’t have the extra cash on hand to put things in motion? Below are some tips to...
by Mark R Tracy, MBA, CFP® | Economic Commentary, Market Update
Recently tariffs were placed on Mexico, China, and Canada. The United States imposed a 25% tariff on imports from Mexico and Canada with a reduced 10% tariff on Canadian energy. China received a 10% tariff imposed on imported goods to the U.S. However, the tariffs...
by Mark R Tracy, MBA, CFP® | Lifestyle, Recent Posts, Retirement
As you approach retirement, fully stepping away from work might seem less appealing than it did a decade or two ago. Instead, many people embrace semi-retirement to balance the need for continued income with the desire for more leisure time. Semi-retirement offers a...
by Mark R Tracy, MBA, CFP® | Recent Posts, Retirement, Taxes
When it comes to planning for retirement, there are a myriad of strategies and options available. One often overlooked method is making after-tax contributions into retirement savings vehicles. This approach to investing after-tax dollars may significantly increase...
