Wants and needs: How pandemic life has taught us what matters
Living in a pandemic has highlighted a stark reality. Financial stability is integral to our overall wellness. Money impacts our personal relationships, stress levels, and ability to interact with the… …
Nest egg growing: When your money is needed for everything else
When I talk with millennials about growing a retirement nest egg, their eyes tend to glaze over. It is the ultimate “I’ll worry about that later” topic. Believe me, I… …
Unpacking the refi: 5 common reasons why homeowners refinance
“Refinance – yes, no, maybe”? With interest rates at historic lows, I field this question a lot. My response is always the same: “Well, it depends”. There is no one-size-fits-all… …
Goodbye 2020: Financial thoughts for the New Year
We have almost made it. 2020 has certainly been tough for our community, our country, and our world. A post-pandemic future appears to be somewhere on the horizon. We still… …
Longevity and the American retirement savings gap
It is the refrain heard your entire adult life: Save, save, save for retirement! And for good reason. It takes most people their entire career to build up a big… …
What’s moving the markets?
Historic Q2 GDP drop. The GDP numbers for the second quarter showed a historically unprecedented decrease of 32.9%. Read more… Resurging COVID cases. A massive uptick in U.S. coronavirus infections is… …
Black swans: Unpredictable economic turmoil and teaching moments
A “black swan” is a completely unanticipated event which, usually, has a resoundingly negative impact on the economy. These events take everyone by surprise, even the smart folks who spend… …
COVID-19: Where we are and where we are headed
Unprecedented. A virtually nationwide lockdown to mitigate the ongoing spread of disease. The inability to be anywhere near one another for fear of transmitting the virus. The astronomically negative impact… …
COVID-19: Economic uncertainty and the emotional toll
How quickly things can change. The past few weeks have been unprecedented. The health crisis of COVID-19 has permeated our daily lives and will continue to do so for the… …
The tipping point: When hiring a financial advisor makes sense (and when it doesn’t)
People often waver on when to hire a financial advisor. Culling through the plethora of general financial and investment advice on Google may do the trick for years. Chatting with… …