Father’s Day Financial Literacy: Talk to Your Kids About Money
When we think about the important lessons that parenting needs to encompass, the imparting of financial literacy is not always widely considered, or is often shied away from due to lack of knowledge or confidence. Yet the need for raising financially astute humans is global and timeless. With Father’s Day fast approaching, many of us […]
Inflation Explained: What Is It and What Should You Do About It?
I imagine that you are both tired of hearing about inflation, while simultaneously wanting to know what is going on and how best to navigate it. The runaway inflation of the past year has definitely not been “transitory,” and is impacting many areas of our lives. If it feels like your dollar doesn’t go quite […]
Planning for Long-Term Care Part 2: The Economic Impact
Health matters, including long-term care, can cost hundreds of thousands of dollars in retirement. When the average American retires with $172,000, most retirement nest eggs just won’t come close to meeting those bills. This means that, regardless of how you decide to deal with the risk of long-term care costs, you need to have a […]
How to Protect Yourself and Your Money from Cyber Crime
There is more than one way to lose money. Sure, it is easy to get caught up in the market volatility, especially following recent market losses and Russia’s unexpected and precarious invasion of Ukraine. But in an increasingly digital world, the breadth of opportunities for theft and fraud in cyberspace means that cyber crime is […]
The Unique Retirement Planning Issues Women Face
I believe that there is a disconnect between the way financial planning and investment management services have historically been provided to women, and how many women prefer to receive those services. Although all women cannot all be lumped into the same basket with the same needs, there are quite a few headwinds that many of […]
Navigating Life Changes: How to Deal with the Death of a Loved One
Losing a loved one is one of the most difficult and life-changing events that we will ever go through. And as awful as it is to consider, it will happen to all of us at some point in our lives. Though no one likes to even think about death, yet alone talk about it, preparation […]
Navigating Life Changes: How to Deal with Divorce
Enduring a divorce is one of life’s most stressful events, regardless of the length of the marriage or how amicable the separation might be. Having to deal with the intricacies of a divorce settlement can feel absolutely impossible, especially when negotiating the mental upheaval as well. But as difficult as it may be amidst complicated […]
Navigating Life Changes: How to Plan for Marital Finances
There is A LOT that goes into planning a marriage… It’s about so much more than just the wedding day itself. Having just gotten married almost a year ago, I’m all too familiar with the many pieces of the puzzle – and the emotions these can bring to the surface, both positive and negative. Money […]
How to Mitigate Taxes Under Biden’s Proposed Tax Law Changes
Despite being in one of the lowest tax environments in history, I think it is safe to say that most Americans want to reduce their tax liability where they can and pay only what they owe. President Biden proposed sweeping tax law changes to tax rates and codes in April 2021 through the American Families […]
The Importance of Talking About Money Shame for Financial Wellbeing
For many of us, money can be a source of stress, anxiety, and even shame. In fact, I’d dare to say that we’ve all felt this way about our finances to some degree at one stage or another. So if you currently find yourself feeling ashamed of your financial situation or choices, the important thing […]