Fortune Favors the Disciplined
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 [...]
Making Your Financial Life Happier In 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. […]
Beyond The Season of Giving: How to Create a Structured Giving Plan
With the end of the year fast approaching, making charitable donations is on everyone’s mind. Not only to support one’s favorite charities but also to take advantage of the significant tax deductions available to taxpayers in certain circumstances. […]
Finding Inflation’s Footing
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. […]
October’s Cybersecurity Awareness Month: Simple Tips to Keep You Safe Online
Cybersecurity Awareness Month – observed every October – was created as a collaborative effort between government and business to ensure every American has the resources they need to stay safer and more secure online. […]
Changes Are A-Comin’ for the FAFSA
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. […]
Conversation on College with My Rising 9th Grader
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: […]
Protecting Seniors from Financial Fraud
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. […]