Blog

Monday, January 23, 2023

With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...

Monday, January 9, 2023

When you've worked hard to build your retirement savings, you want to ensure you're taking every preventative measure to protect it. Unfortunately, more and more fraudsters and scammers are weaseling their way into the lives of seniors...

Wednesday, January 4, 2023

In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...

Monday, December 12, 2022

In today’s social media-obsessed world full of popular “influencers” targeting teens, pre-teens, and even younger groups, instilling values in your children and grandchildren about what really matters in life is more...

Monday, December 5, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

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Thursday, February 11, 2016

Life has a way of sneaking up on you and creating havoc. How much havoc, I have learned, can depend on how prepared you are. My husband of 20+ years, former professional athlete, fit and full of life, needed emergency heart surgery for...

Wednesday, June 17, 2015

A common question that I hear from clients is “do we need life insurance?” The answer always depends upon your situation. First of all, there are many types of life insurance policies. Some policies with “cash...

Wednesday, June 17, 2015

This seems to be a question that is on the minds of many married couples with college bound children. Those numbers that we hear about for private colleges, $45,000-$55,000/year, are now staring many people in the face. They have...

Tuesday, April 7, 2015

For those of you who need a reminder of why your paycheck is smaller and for those of you who haven’t started investing in your 401k – YES, you need to and this is why. As a reminder, a 401k refers to a section of the tax code that...

Tuesday, April 7, 2015

If you get a refund this year from the U.S. Government, you need to first ask yourself “Why”. Yes, it seems like free money but you just gave Uncle Sam a tax-free loan for the year. Most likely, you are having too much money withheld...

Thursday, October 2, 2014

Generalizations about money & retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to invest anymore.” Many people see...

Thursday, October 2, 2014

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. 1.The Social Security trust fund...