Our blog offers insights, strategies, and practical tips to help you achieve financial freedom—no matter your unique financial situation.
FOREIGN TRADE TARIFFS On-again/off-again trade negotiations/threats/tweets with foreign governments, primarily China, continued to have influence on short-term market movements during the third quarter and into the month of October. The
If you’re like most people, choosing your employee benefits isn’t something you pay much attention to. You click open the email from HR, blink twice at the dizzying list of
Ah, parenting. Whether you’re hoping to be a parent or (like me!) you’re already swimming in the thick of it, it’s a time of life that is filled with dreams,
It has been a wild week in the markets which was led by an 800-point drop on Wednesday in the Dow Jones Industrial Average. Why did this happen and what
As an avid reader of all things financial, I stumbled across Ramit Sethi’s book I Will Teach You to Be Rich years ago. I confess that I didn’t give it
My July 4th vacation was, quite simply, amazing. I’d never been to Boston before, and to tour the city during the days surrounding Independence Day made my visit particularly poignant.
Dan and Kim had never worked with a financial advisor before, and when we sat down together for the first time, I could see the worry on their faces and
As a financial advisor, I spend much of my time helping people prepare for retirement. Starting as early in their careers as possible, we work together to figure out how
If you’re a Millennial, the road to retirement probably seems a long way off. After all, you have years of your career ahead of you, lots of time to save,
It happens every year: My husband, a school principal, is basking in the final days of a quiet, relaxing spring break and I hear him say, “I could get used
It’s been over four years since Marie Kondo’s book, The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing became a best seller in the US, and
I’m not typically a New Year’s resolutions kind of guy. Not only do I like to think I walk a pretty disciplined path (I eat a fairly healthy diet, I
