Financial Advice Blog

WHAT DOES ESG MEAN?

#Sustainable investing allows you the consumer and client to align investment decisions with personal belief. I have long felt that we are most powerful, after we exercise our right to vote in political life, is to take our dollars and purchase goods...

Just as we continue to hear of the spread of the coronavirus and the markets continue to experience significant downturns, let’s address these troubling times head-on. As hard as I know it may be, I strongly encouraged you to focus on the long-term plan you may have al...

When we sent our oldest two kids to college, we were fortunate that both were going to a school that they were happy to be attending to study subjects they both had great interest in. For us the extra good fortune was that both received some wonderful scholarships that...

In one of my last reviews with a client, I was mortified to sum up that the bill for the last 8 weeks of her husband’s life far exceeded his entire Estate’s net worth. In years past he may have had the dignity to remain in his own bed watched over by friends and family...

Plan to avoid these common money blunders.

A recent survey found that over 60% of women feel they are better at handling money than men are.1 However, married women sometimes find themselves in perplexing financial situations – conditions that might be avoided with a li...

When should you apply for benefits? Consider a few factors first.

Now or later? When it comes to the question of Social Security income, the choice looms large. Should you apply now to get earlier payments? Or wait for a few years to get larger checks?

Consider what you...

Instead of just spending the money, you could plan to pay yourself.

About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1

What do households do with that money? It varies. Last year, c...

Let’s explore options from three sources where a surviving spouse may be eligible to collect a pension or income based on their deceased spouse’s eligibility. Veterans’ Survivor Pension, Social Security and retirement plans.

Veterans’ Survivors Pension Eligibility Overv...

March 8 is International Women’s Day, a day to celebrate the social and economic progress and cultural achievements of women worldwide.

There really is much to celebrate. Globally, the wealth of women is growing at a faster rate than the wealth of men. The increase was...

With the start of a new year, I firmly believe that the usual setting of resolutions and aspiration for fresh starts will once again take place and last ohh,… maybe three weeks before old habits reassert themselves in our daily lives.  Since investments and that boring...