While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement savings agenda until midlife. According to a Princeton Research Associates survey[1], about 10 percent...
U.S. Economy Recent Developments: The U.S. economy has been firing on all cylinders, helped along by a strong rebound in household spending, business investment, and surprising strength in net exports. Unemployment continues to fall, wages are...
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 the same or even better[1]. Yet Americans give themselves a C when it comes to preparing for...
It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a difficult time understanding these new technologies and their relevancy. Beyond the hype, we think there is...
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 the word empowerment, and specifically how it applies to women, I think of a strong, confident...
Markets rise, markets fall – Is this time different? The recent return of market volatility has unnerved investors. We offer the following commentary on staying the course and not making sudden changes to your portfolio. Through January, the equity...
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 financial markets, which option should you choose?
Women and Wealth: Parts I and II focused on getting your “financial house” in order. These posts offered our suggestions for improving financial literacy for women – with insight into cash flow and the importance of diversifying asset groups in your...
Now that 2018 is here, it’s time to start thinking about your financial resolutions. Financial reflection is certainly not limited to January. Still, it is a popular time when life slows down from the bustle of the holidays and the early weeks of...
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 new tax brackets, lower top marginal tax rates, and significant changes to taxpayer deductions. For...
