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… …
Intentional spending in a swipe it and forget it world
It’s becoming almost too easy to spend money. No cash? No problem. Credit cards will do just fine. No wallet? That’s okay. Simply tap your phone and be on your… …
‘Tis the season: 5 ways to spark your financial well-being by New Year’s
Financial wellness is so much more than being able to pay your bills on time. It’s whether you’re in control of your financial destiny and feel good about your overall… …
Is your lifestyle financially sustainable?
Sustainability, whether something has the ability to last, comes in many different forms. When you’re talking financial sustainability, it’s all about finding the right balance. Are you able to live… …
Multigenerational living: Tidying up your finances before the in-laws move in
Multigenerational living in the U.S. is becoming quite a trend. While culturally mainstream in countries across the globe, American extended families have shied away from living under one roof for… …