Americans are notorious for overspending when the holiday season rolls around. While that may be good for the economy in the short term, it often ends up being bad for [...]

The 100th anniversary of women’s right to vote in the U.S. occurred in 2020. During the last century, women have made great strides in educational achievement and career opportunities. Despite [...]

Unfortunately, since many financial advisors working today entered the business in the 1980s and 90s, during the best stock market in US history, they became stock market specialists, favoring growth [...]

Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens, you have two options: 1) [...]

There are many misconceptions about investing. One is that the terms ‘growth’ and ‘return’ are synonymous. They are not. Total return is a sum of two things: income plus growth, [...]

Starting about five years ago I began using the term “Income Generation” to describe the demographic encompassing my clients, prospective clients, and myself. To put it simply, the term refers [...]

We hear the term “renewable resource” used often when referring to energy — solar, wind, and even tidal energy. Most agree that the practical use of renewable energy is essential [...]

Are you working with the wrong financial advisor? Is he still the advisor best qualified to help you meet your retirement goals—and to do so with confidence and peace of [...]

The loss of a parent is difficult enough, but it can be made worse when grief is compounded by worry and confusion over the prospect of dealing with their financial [...]

The $1.7 trillion budget bill signed by President Biden on Dec. 29, 2022, included the bipartisan SECURE Act 2.0. The legislation expands on many of the provisions in the original [...]