Video
Why Diversification is a Smart Money Move
Playing games is fun, but not when it comes to your life savings. Timing the market is when you try to
predict ups and downs to move in and out of investments. The problem is,
Playing games is fun, but not when it comes to your life savings. Timing the market is when you try to
predict ups and downs to move in and out of investments. The problem is,
Elections dominate the news and stir up a lot of emotions. And that’s never been more true than the 2020 election.
Investing in the stock market can seem like a roller coaster ride. There are lots of highs and lows. And that can be emotional when your money is at stake.
When you’re looking at CCRCs (continuing care retirement communities) there are so many questions to ask. The financial piece of the puzzle might feel daunting, but it doesn’t have to be. As you narrow down the
It’s hard not to react when you watch the value of your investments fluctuate. Especially when those ups and downs get more dramatic. In recent months, you may have experienced two emotions: Fear or Greed. Maybe
There’s nothing like an economic crisis to inspire you to reevaluate how you’re spending money. Don’t waste this crisis. If you make some choices now, you can position yourself to come out financially stronger
New legislation is rewriting the old rules for retirement. From small business tax incentives to raising the RMD (Required Minimum Distribution) age, Traci explains how the SECURE Act could impact you.
Are you worried about cybersecurity? If you’re not, you should be.
Many of our clients have the sandwich responsibility. They’re providing care for their own kids and their parents as well. When they ask me what I see as a concern for their folks or in-laws, I
If you’re like me, your mailbox is brimming every day with paper! Some of it is junk but some of it you need to hang onto. It can be hard to know what to keep and