Just before Christmas 2019, Congress passed and the President signed a new law that makes some major changes to how we use our retirement accounts. The Setting
Years ago, an article I was reading noted that saving for retirement was like eating your vegetables. You know it’s good for you but it’s no fun.
If you are thinking of making charitable contributions prior to year-end, you may have heard that it’s become more difficult to obtain any sort of tax benefit
(Most participants don’t but here’s why you should review your coverage each year) It’s Open Enrollment season for Medicare. Those Americans on Medicare have
Last year my husband and I knew there was something wrong with our boiler, in the basement of our house. We knew this because we lost heat in the house during
There’s no doubt that we have a savings crisis in America. The list of problems is long: we don’t have enough in an emergency savings account, we don’t have
March 8th is International Women’s Day, and every year I think about how financial advisors interact with women, especially when those women are one half of a