While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement...

U.S. Economy  

Recent Developments:

The U.S. economy has been firing on all cylinders, helped along by a strong rebound in household spending,...

57% of workers say saving for retirement is their top financial priority and close to 59% expect their standard of living in their golden years to be...

It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a difficult...

Think for a moment about the word “empowerment.”  What does it mean to you? Can you think of a time in your life when you felt empowered? 

When I hear...

Markets rise, markets fall – Is this time different? 

The recent return of market volatility has unnerved investors. We offer the following...

Mortgages are often referred to as good debt. However, when faced with the opportunity to pay off your mortgage early or invest your money in the...

Women and Wealth: Parts I and II focused on getting your “financial house” in order. These posts offered our suggestions for improving financial...

Now that 2018 is here, it’s time to start thinking about your financial resolutions.

Financial reflection is certainly not limited to January. Still,...

As we approach year-end, Congress has passed a new tax bill that will dramatically change the tax code beginning in 2018. The major changes include...