Below you'll find a list of all posts that have been categorized as “Uncategorized”
It may be a wise financial choice. It may be a good idea for a woman to retire later rather than sooner. Leaving the workplace after 65 may help position a woman for slightly greater retirement income and reduce some of the pressure of funding her “second act.” Women tend to receive smaller Social Security payments than men. This doesn’t …
Creating a solid financial foundation can help investors stay focused no matter how the markets are performing. When the markets and the economy are behaving badly, as they tend to do from time to time, it’s easy to feel helpless. But creating a solid financial foundation can help you gain control of your investments and possibly avoid mistakes that can sabotage …
With the Department of Labor’s proposed changes, a lot of firms have changed the way that they do business. This is in theory is a good thing, as financial advisors now must act in a Fiduciary capacity. In other words, they should put the client’s interests before their own. Ironically, there has been an untended consequence for some: the lack …
A river cruise in Europe. RVing the lower 48 states. Scuba diving in Bali. Spending the night on the ice in Antarctica. Yes, that Antarctica. I have a client did it. It was something that she always wanted to do. Where do you want to go? What do you want to do? Can you visualize what it would …
