Surviving Spouses: More Flexibility on How to Commingle Retirement Accounts Means More Decisions to be Considered.
Making financial decisions after a spouse dies can obviously be overwhelming. Grief can cloud judgment, unfamiliar responsibilities may arise, and complex paperwork can...
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Planning for a Future You will Enjoy: Setting Short, Mid, and Long-Term Goals for Retirement
When it comes to retirement, the earlier you start planning, the more comfortable your golden years will be. Knowing where to begin, how...
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Gen X’s Window of Retirement Planning is Closing: How to Prepare ASAP
In 2025, Gen Xers are currently between the ages of 45 and 60. As a Gen X myself, part of me still feels...
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How the Fed Affects Mortgage Rates
The Federal Reserve raised rates 11 times total between 2022-2023, and the first rate cut has been long anticipated as we’ve waited to...
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Stock Market Volatility Has Returned, in a Big Way
The past week has been a stark reminder on why being an investor can be so hard. In the last week the S&P...
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Is Your 401(k) Balance Too High?
RISE OF THE 401(k) When I joined the workforce 23 years ago, the average American employee knew more about a 5K running competition...
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Financing the College Dream
After a prolonged and hectic application process due to the FAFSA filing this year, students have now declared where they will be attending...
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Welcome to 2024 (Part 2)
Welcome to 2024, Part 2. If you haven’t read part 1, start here. This is the second part of a two-part blog, where...
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Welcome to 2024 (Part 1)
Welcome to 2024. If this year is anything like 2023, expect the unexpected. Last year proved just how hard it is for anyone,...
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