Latest Articles

Tax-loss harvesting is a way of lowering your tax burden when buying and selling securities in your portfolio. It uses the money you lose on one investment to offset the…

Every November, as Thanksgiving gives way to the busyness of year-end festivities, there’s a moment when you ask yourself if there is something you should be doing with your finances…

What you need to know Whatever your reason for leaving a place of employment – retirement, termination, or just moving on – it’s easy to overlook one decision that can…

For people over the age of 60, the tech support scam was the most reported online fraud in 2021,  increased by 51% since 2019.1 Part 1 in a 3-part Series…

With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that…

Investing in your child or grandchild’s future education is one of the greatest gifts you can give—a gift that will last a lifetime and can help open doors to opportunities…

This time of year, clients often ask questions about contributing to their individual retirement accounts (IRAs) since the deadline is coming soon. IRA Contributions Deadline The deadline to contribute to…

Another year is almost in the books, which means now is a good time to make sure your financial situation is in order prior to ringing in the New Year….

Many of my clients are women over 50 who choose to travel solo for various reasons. I recently spoke with several clients that are starting to book their 2022 trips…