Financial Advice Blog

Have you considered aligning your investments with your values?

Dec. 2020 As we prepare to round off another year, 2020 proved to be a year one would refer to as “an eye-opening moment in time”. #COVID...

WHAT DOES ESG MEAN?

WHAT DOES ESG MEAN? #Sustainable investing allows you the consumer and client to align investment decisions with personal belief. I have ...

COVID-19 and Market Volatility in 2020

Just as we continue to hear of the spread of the coronavirus and the markets continue to experience significant downturns, let’s address ...

The Process of Dying - It Doesn't have to be Scary

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 exceede...

Financial Missteps Made By Married Women

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 a...

Two Graduated, Two to Go

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 s...

Should You Apply For Social Security Now...or Later?

When should you apply for benefits? Consider a few factors first. Now or later? When it comes to the question of Social Security income, ...

What Could You Do With Your Tax Refund?

Instead of just spending the money, you could plan to pay yourself. About 70% of taxpayers receive sizable refunds from the Internal Reve...

Widows’ Pensions

Let’s explore options from three sources where a surviving spouse may be eligible to collect a pension or income based on their deceased ...

Financial Thoughts for International Women’s Day

March 8 is International Women’s Day, a day to celebrate the social and economic progress and cultural achievements of women worldwide. T...

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