Hi Abby, I want to create a financial plan that will help me achieve long-term success and stability. What questions should I ask myself as I start this process? That is a great question! Creating a financial plan can be daunting, but it’s one of the best steps you...
Subscription services. We all have them and, if you are like me, you can’t imagine not having them. How did we live before that box of fresh, organic food appeared on the doorstep? Did I really get in the car and drive to a video store to check out...
Despite thorough financial planning, unforeseen circumstances like cognitive decline can severely impact your and your advisor’s ability to manage your assets effectively and can lead to a loss of wealth. Cognitive decline, whether it be from aging or illness,...
Although check washing isn’t new, it’s experiencing a resurgence, with postal inspectors recovering over $1 billion in counterfeit checks and money orders each year. These scams involve stealing checks, altering payee names and changing dollar amounts before...
As workers return to the office after an extended Labor Day weekend, labor and employment are naturally front of mind. This is even more true for Jerome Powell and the members of the Federal Reserve Board of Governors. As the Fed’s battle against inflation appears to...
The U.S. Department of Defense recently announced that a major security breach has exposed nearly 3 billion personal information records. While the scope of the breach is still being assessed, authorities have confirmed that it involved unauthorized access to a...
As we commemorate National Dollar Day, it's fascinating to reflect not only on the currency itself but also on the enduring principles that guide wise financial decisions. One striking aspect of the U.S. dollar is its physical form: the dollar bill has remained...
Mere days after the popular media began dusting off references to the famous “Buffett Indicator”, markets hemorrhaged trillions of dollars in market value as part of a global stock selloff. The immediate investor concern as clear as ever: is this a healthy correction...
Leaving a job can be an exciting transition, but it also brings with it a host of financial questions. One of the most important aspects to consider is what happens to your 401(k) when you part ways with your employer. Your 401(k) is more than just an account; it’s a...
As we journey through life, it's natural to plan for the expected: career milestones, family events and retirement. This preparation helps to set up our future selves and loved ones for success. However, what about the unexpected, like encountering diminished capacity...