Financial Planning & Money Management

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How to Set Financial Goals You Can Keep

The start of a new year gives many people motivation to take a fresh look at their finances and focus on their goals for the future - but, as the year progresses, this enthusiasm can fall to the wayside. If you’re someone who falls into this trap, there are steps you can take to stay motivated and set attainable goes for 2021 and beyond. [...]

2021-03-16T17:11:29-04:00March 16th, 2021|Financial Planning & Money Management|

Charities Are Hurting – This May Be The Year To Help

In these challenging economic times, many worthwhile charitable organizations find themselves in a precarious financial position. Meanwhile, they are experiencing unprecedented demand, especially those charities who provide basic needs like food and shelter. Thankfully, new, unique provisions in the tax code have been implemented in response to the COVID-19 [...]

2020-11-09T16:12:01-05:00November 9th, 2020|Financial Planning & Money Management|

How To Approach Market Volatility In Retirement

Retirement is an important milestone that often comes after years (or decades) of careful planning. But even the most seasoned planners couldn’t have foreseen the severe market selloff that happened in March in reaction to the COVID-19 pandemic. The abrupt end to the 10-year bull market surprised investors [...]

2020-07-30T19:14:23-04:00July 30th, 2020|Financial Planning & Money Management|

Coping With COVID

This is a most unusual summer. I believe we would all agree that many of our normal and usual concerns have been replaced by new concerns and maybe even new interests. Financial concerns may not be too different than in our pre-COVID days, but let’s review a few perennially and currently impactful ways in which we can “Cope with COVID.” [...]

2020-08-04T19:11:14-04:00July 29th, 2020|Financial Planning & Money Management|

Live Now! A Short List of Do’s and Don’ts

Prepare now and review regularly to stay on the right track for the retirement lifestyle you want. • DO know your sources of income: Social Security net deposit, Pension income (if you are lucky enough to have one) and any Deferred Compensation or Annuity income. Now list your other sources of supplementary income [...]

2020-08-04T19:13:29-04:00April 8th, 2020|Financial Planning & Money Management|

User Beware!

In two recent conversations, one with a client and another with a much loved aunt, I learned they were using a bank account debit card for everyday purchases. I thought everyone was aware that debit card fraud has become a major risk that we all should want to avoid. [...]

2020-08-04T19:16:36-04:00September 5th, 2019|Financial Planning & Money Management|
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