Congress is poised to pass a tax bill that will affect every American. The effects on your family will vary depending on your income level and what deductions you take. Regardless of whether you think this tax cut is a positive or...Read More
Identity theft is always a risk, but the recent massive data breach at Equifax underscores how important it is to be vigilant in monitoring our accounts and credit reports. Not sure where to start? Here are some steps to follow:...Read More
Health insurance used to be something that people received through their workplace. But with rising costs and many people working part-time jobs or as independent contractors, more and more people are responsible for buying their own...Read More
Finding time to meal plan, grocery shop and prepare meals can be difficult if you're working full time. But cooking for yourself is healthier and less expensive than eating out! Whether you are a novice cook or experienced in the...Read More
Retirement used to mean a gold watch and pension from a company after 30 years of service. No longer. Increasing numbers of people are working after age 65. Whether they consult or work part-time in a new field, partial retirement is.....Read More
The S&P 500 has fallen 12% from the highs posted last year amid concerns about declines in global growth and damage to the energy sector from falling oil prices. However, economic indicators in the US are still fairly good as outlined...Read More
Many of my clients express concern over the future of Social Security....and rightly so. The system is badly out of balance with current recipients generally receiving much more than they have contributed, as reported by the Economist....Read More
You've decided that it's time to think about your finances, plan for the future and you want some help. Maybe you changed jobs recently, got married, had a baby or received an inheritance. Whatever the motivation, you need to find a...Read More
Concerned about your elderly parents and their money? You’re not alone. Unfortunately, seniors are often the targets of financial scams. Studies have shown that as we age, we gradually lose the ability to critically evaluate new...Read More
Saving for the future is the foundation of a good financial plan. But what can you do when you don’t earn enough to pay all your bills and also set aside money for the future? If you’ve already cut your expenses as far back as you can...Read More
Have A Question?
With alternative investments, it’s critical to sort through the complexity.
The uncertainties we face in retirement can erode our sense of confidence.
It’s never a bad time to speak with your financial advisor about changes in your situation.