Recent Posts

Take a moment and think of the women in your life. Your mother? Your sister? Your partner or wife? Yourself? And if you were to ask each how they …
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Think you’ll travel more once you retire? 70% of Americans say they will.1 In many (though certainly not all) ways, traveling today is easier than …
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The Fallacy of Forecasting Markets or the NCAA Tournament Do you follow the NCAA Basketball Tournament? Even if you don’t, it impacts you. An …
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3 ways tax scammers are targeting you Think you can tell a fake IRS notification from a real one? Don’t be too sure. Because while it can be easy to …
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Reader’s Question: I’m 58 and I’ve saved a lot of money. I think maybe things like index funds are too simple for me. Should I start looking at more …
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Why Some Investments Don’t Work Those of you who own a cell phone or car know that nothing lasts forever. The older we get, the more we may realize …
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Do you know exactly how Social Security is going to shape your future? If you don’t, you’re not alone. Social Security has become one of the most …
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If you’re a woman, or your partner is female, this edition of the Weekly Update is dedicated to you. That’s because the financial and retirement …
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You can put it off and hope it won’t affect you. And maybe it won’t. But statistics say you’re probably going to need it. I’m talking about … ‘cue …
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When it comes to your retirement, what are you most excited about? Which activity or pastime? While some people have no problem filling all the extra …
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