Steve Lowe, Certified Financial Planner

4 Questions To Know If You Are Financially Prepared To Die Explore these questions to know if you are financially ready for death. Learn essential end-of-life considerations.

4 Steps To Plan For Repaying Your Student Loans Once The Pause Ends Instead of waiting for the next government announcement on the student loan pause, here are three simple tips that you can start today if you’re worried about repayments.

A major underlying reason for marital stress and failure is financial stress. What could a financial plan that is based on you and your partner's shared values do for your relationship?

How To Stop Fighting About Money With Your Partner If you are tired of fighting about money with your significant other, you are not alone.

How to Get Financially Fit to Grow Your Small Business Faster Healthy small businesses are optimized for small business growth. Here are tips to get your small business growing today.

I see this daily with my incredible clients from Gen Z to Boomers this article hits true. Time to make a plan.

Financial planning and wellbeing The current cost of living crisis, against a backdrop of bleak economic predictions, is a significant cause for concern for millions of people.

4 Smart Ways To Use Your Tax Refund The biggest concern this year is that refunds will not make as much of an impact due to inflation, followed by the fear that their refunds will be smaller than usual.

10 Common Myths That Could Be Hurting Your Retirement Planning There are quite a few recurring myths that could be hurting your ability to plan properly for retirement. Here are 10 heard most often.

I see no lies here from a macro view. Applying this awareness to your specific portfolio is not a "one-size fits all" requires wise consideration against your goals and risk tolerance.

Top 10 Investment Themes For 2023 The worst is now behind us for this rate hike cycle as we have reached both peak hawkishness on the part of the Fed and peak inflation, and better days may be ahead in 2023 for certain areas of the stock and bond markets, although not necessarily the economy.

The Global Economy of 2023 Is Going to Be a Wild Ride The pillars of prosperity that supported 30 years of growth have crumbled. Now the world has to cope with inflation, labor shortages and geopolitical unrest.

For most of us, taxes are our #1 expense. This year, I highly encourage you to move from the reactive position of "doing" your taxes, and instead enjoy the benefits of the proactive position of "planning" your taxes. Let's chat and see how you can BOTH save on taxes and crush your financial goals in 2023.

Don’t Make These 3 Big Mistakes This Tax Season The IRS will begin accepting tax returns for the 2022 tax year on January 24th. Here are three of the biggest tax filing mistakes people make.

Just came home from holiday vacation out of country, and was surprised at the rapid increase in the price of eggs when I went grocery shopping yesterday. Eggs are an important aspect of my family's health goals and budget. So here's what I found...

Why Are Egg Prices Still So High? It’s Not The Reason You Think As inflation eases, the costs of eggs remain high – hitting an average of $7 a dozen in California. Here’s why.

#1. The best strategy is to always be preparing for recessions in your long term financial plan.
#2. The best time to have created a long-term financial plan was 20 years ago.
#3 The 2ND BEST time is now...

What, if Anything, Can You Do to Prepare for a Recession? The textbook advice may be unhelpful in the event of an economic slowdown, but there are small steps you can take.