In The News

No one gets married with the plan to divorce eventually, but it is widely understood that roughly half of all marriages end in divorce. That statistic gets grimmer for second and third marriages. A divorce is one of those events in life that can be overwhelming, both mentally and financially. Divorce can be difficult financially, […]

As you move through your working years and get closer to retirement, there are a lot of things to consider to be sure you’re prepared. Have you created a financial plan to determine if you can reach your retirement goals? Are you saving enough? Are you taking advantage of the retirement benefits you are offered? […]

Retirement marks a significant transition in one’s life. We all hope for a smooth transition from salaried to retired life. As you approach the five-year mark before retirement, it’s crucial to start making strategic decisions to ensure a smooth and financially secure transition. In this article, we’ll explore the top five considerations you should keep […]

Key Takeaways from 3Q 2023 Financial markets had a challenging third quarter driven by the big three: inflation, Treasury yields, and oil. As the Federal Reserve (Fed) indicated, interest rates would stay higher for longer, resulting in the 10-year U.S. Treasury Bond climbing to a 16-year high of 4.62%, and the S&P 500 Index trading […]

The summer stock market rally came to a halt in August. As volatility increased, the S&P 500 Index ended the month 1.6% lower than it began. The only S&P 500 sector ending the month higher was energy, while utilities brought up the rear with a 6.2% decline. I would describe last month’s downturn as broad-based […]

You can imagine various strategies for saving for retirement. Poor plans include sticking cash in a freezer or dying on the job. Average plans recognize the advantages of investing in appreciating or income-producing assets. Savvy plans capitalize on the tax benefits of the various retirement accounts. The best plans will consider every possible technique available. […]

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it […]

Have you ever been discussing a purchase with your spouse or partner and suddenly found yourself feeling intensely angry, sad, or happy? Or does this conversation sound familiar? While on the surface, this is a fight about groceries, it’s really a clash of money scripts. Money scripts are deeply ingrained beliefs about money that stem […]