Fortune Favors the Disciplined

February 8, 2022

After seeing markets close at or near an all-time high in late 2021, 2022 is off to a rough start. Interest rates are set to rise, inflation has been more persistent than initially forecast, Omicron put a damper on the holiday season, new geopolitical risks are looming, and Washington’s Covid stimulus measures appear to be drying up. Read more

Making Your Financial Life Happier In 2022

January 5, 2022

As the new year begins, now is an excellent time to step back and reflect on how you can improve your relationship with your finances, reduce financial stress, and increase your overall happiness. Read more

Finding Inflation’s Footing

November 8, 2021

It seems like people are whispering about inflation everywhere you turn, and it’s for a good reason. Rising prices have the power to eat away at your purchasing power and erode the value of your assets. Read more

Changes Are A-Comin’ for the FAFSA

September 1, 2021

Fall is in the air. The kids have headed back to school. It is an exciting and busy time of year for most of us, but it’s particularly hectic for high school seniors getting ready to apply to colleges. As we all know, the cost of higher education is an expensive endeavor. Read more

Conversation on College with My Rising 9th Grader

August 2, 2021

Now that my son is entering high school, I plan to talk to him about college by sharing some helpful information to set his expectations and to impart upon him why college is an essential investment in his future. Here are some key points I plan to make: Read more

Protecting Seniors from Financial Fraud

July 1, 2021

June was World Elder Abuse Month, making now a good time to reflect on some of the financial hazards the elderly are particularly vulnerable to. Fraud surges typically happen during tax season, the holidays and throughout disasters and pandemics. Read more