Last year certainly had its challenges, not the least of which were changes to the way we work. It’s entirely possible the whole thing made you want to up and
Read More
We all tend to create “mental accounting” rules about how we will spend and save. These shortcuts can help us make sense of our finances. However
Read More
Few pieces of financial advice are more universally accepted than “save as much as possible as early as possible.” But contributing too much, too soon in the
Read More
Preparing for a rainy day, saving and investing for retirement, and optimizing debt (like your mortgage or student loans) are all important facets of your
Read More
The new stimulus package, part of the larger Appropriations Act of 2021, covers a lot of ground: direct payments, unemployment benefits, business loans and tax
Read More
Step one: Begin building your long-term financial life plan with the end in mind. Step two: Regularly assess your progress and determine if adjustments are
Read More
A durable power of attorney allows you to authorize someone you trust to manage your financial affairs in the event you become incapacitated (or perhaps even
Read More
What holiday gift will your child or grandchild recall fondly in the years to come while also withstanding the test of time? The gift of financial independence
Read More
Instead of focusing on money simply as a thing to accumulate, think about it in terms of what it can do for you. How can you put your wealth to work bringing
Read More
Major natural disasters – hurricanes, tornadoes, earthquakes and wildfires – seem to occur just about every year, but 2020 feels like it has come with an
Read More
The holidays are nearing, and that means it’s time to start pondering gift ideas. What will you do for the people in your life? While unwrapping a thoughtful
Read More
Disability insurance is designed to protect your income in case serious illness or injury keeps you out of work. But it comes in many flavors – short term
Read More
