The “sandwich generation”: Those Americans thrust into the precarious position of financially juggling young children and elderly parents. Lots of older Millennials and Gen-Xers are finding themselves in this bucket, with plenty more being thrown into the mix each year. Grappling with the daily responsibility tug-of-war can be a real emotional struggle. Figuring out how Read More
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 on our healthcare system. The gut punch to the U.S. economy and the global marketplace. Yes, most everything at this present moment is aptly described Read More
Pandemic causes economic freefall. The markets are responding to the rippling effects caused by the continued spread of COVID-19. The broadening self-distancing and containment efforts of major global economies are having a profound impact on all levels of commerce. The economy has ground to a halt at the local, state and federal levels here in the Read More
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 foreseeable future. This abrupt transformation is creating drastic economic uncertainty. Investors are revaluing what the next 12-18 months look like for companies and their earnings. Most Read More
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 close friend and family circles can be helpful. Yet there still may be an underlying hesitation, fear, confusion, or lack of confidence on how to Read More
Ever kept a financial secret from your partner? Hidden debts, undercover bank accounts, secret credit cards, high risk investments – they’re more common than you might think. Actually, the statistics are pretty grim. Financial infidelity occurs in roughly 40% of American relationships. Considering money woes are one of the top reasons for divorce, facing these Read More
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 merry way. Pretty soon you’ll be able to “buy” something at a store without ever having to stop at the checkout counter. How convenient is Read More
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 situation. To start a brand new year with an improved financial well-being, it helps to get a bit of leg work done now. We all Read More
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 for today and plan for tomorrow? Can you be content with your lifestyle now and make positive steps toward a life you’re dreaming of sometime Read More
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 decades. But those societal norms are rapidly changing. Why? Because household sharing has lots of benefits for everyone involved. From cost of living to childcare Read More
