Even though the summer of 2020 hasn’t panned out the way many of us had hoped – limited travel, ongoing health precautions, etc. – the shift to summer can be a
What’s the Real Question?
Over the years, I’ve heard many people ask, “Where is the stock market going?” And I’ve heard a multitude of answers that range
We know that it’s been an unnerving few weeks in the markets, and that staying the course can be difficult. A suppressed stock market can present a few
I am not normally a fan of Jim Cramer, the loud, stock-picking host of CNBC’s “Mad Money.” That said, he recently had a sensible reflection about the recent
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
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
