Recent Posts


April 12, 2019 Overcoming the ‘Investing Gap’ for Women

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 …

Read Now

March 30, 2019 The 4 Goes of International Travel

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 …

Read Now

March 19, 2019 March 2019 Market Update

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 …

Read Now

March 15, 2019 3 Ways Tax Scammers Are Targeting You

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 …

Read Now

March 08, 2019 I’ve saved a bunch of money. Are exotic investments better?

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 …

Read Now

March 01, 2019 February 2019 Market Update

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 …

Read Now

February 22, 2019 Finding your Social Security ‘Sweet Spot’

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 …

Read Now

February 15, 2019 4 Key Money Challenges for Women

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 …

Read Now

February 08, 2019 The BIG 3 of Long Term Care

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 …

Read Now

February 01, 2019 4 Ways to Find Your Retirement Bliss

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 …

Read Now