by Mark R Tracy, MBA, CFP® | Financial Plan
Happy New Year! It is the perfect time for couples to get together and set their own financial goals for the upcoming year and make resolutions about their personal life, business life, and finances. Setting goals together may strengthen your relationship and help you...
by Mark R Tracy, MBA, CFP® | Financial Plan
In Charles Dickens’s timeless classic, “A Christmas Carol,” Ebenezer Scrooge transforms from a miserly old man to a generous and empathetic soul. Along the way, he encounters the Ghosts of Christmas Past, Present, and Yet to Come, who reveal...
by Mark R Tracy, MBA, CFP® | Recent Posts, Retirement, Taxes
Hello friend. As we approach the coming year, let’s look at year-end planning for your finances. Asset Allocation One crucial aspect to consider is asset allocation. It entails dividing your money among investments like stocks, bonds, and cash to create a...
by Mark R Tracy, MBA, CFP® | Kids and College, Recent Posts
Picture this: You’re sitting down with your family, sipping hot cocoa by the fireplace, and enjoying some quality time together. It’s a cozy scene, but there’s something you’ve been meaning to discuss – inheritance. If you feel uneasy chatting with your kids or...
by Mark R Tracy, MBA, CFP® | Food and Nutrition, Recipes
½ to 1 lb. of raw bacon, diced 1 cup of diced onions 1 cup of diced carrots 1 cup of diced celery 2 to 3 large russet potatoes, diced 6 cups of water 3 tbsp of chicken base (I use the reduced sodium better than bullion) 1 tbsp cornstarch ¼ tsp of kosher...
