Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It’s hard to think financially after such…
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this conversation, you will hear some of the latest statistics about…
Most of us have many hidden talents. My husband can strategically pack the dishwasher full of nearly all the dishes in our kitchen and everything will still come out clean. One of my hidden talents is the ability to squeeze…
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was victim to a cybersecurity incident potentially impacting 143 million Americans. …
The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office. It’s a frequent reminder of the simplicity of building wealth and security in today’s complex world. The full text reads: At this…
It’s hard to believe the summer is almost over and kids will be going back to school soon. A few weeks ago I bought my son new school uniforms for the fall. There is one store in the area we…
Working with clients to improve their financial futures and optimize financial fitness has become a passion for me over the years. While I have always loved working with people and solving math problems, until a few years ago there was…
This is a question we usually hear frequently when clients are filling out employment paperwork for a new job or during open enrollment time. Contributions to a 401k have traditionally been pre-tax. In other words, you take a tax deduction…
If you follow financial news at all you have probably heard the word “fiduciary” A LOT lately. This is good news as it means better advice for clients and fewer conflicts of interest for people giving advice, like us. This…
“I can’t afford to lose any money at this stage, I’m out of time.” This is a phrase we hear occasionally from clients in or on the cusp of retirement, though not as much lately in this raging bull market. …
