Oct 14, 2024
As the holiday season approaches, many of us feel a mix of excitement and anxiety. Amid the festive atmosphere, gift-giving, holiday gatherings, and travel costs can quickly add up, often leaving us with an inflated credit card bill come January. For busy...
Jan 26, 2023
Recently I was asked to serve as a guest expert by a wealth management firm with offices in Vermont, upstate New York, and Florida. This group of investment advisors and CERTIFIED FINANCIAL PLANNERS™ hosts a monthly online video Lakeside Chat for community members and...
Dec 22, 2022
No matter your age, your profession, or your season of life, reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or...
Oct 10, 2022
The Society of Actuaries Research Institute funded research underlying Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age. That project offers a process for thinking through the issues related to a shift in money...
Oct 28, 2021
Budgeting isn’t always the nicest word to use when talking about money. For many, it’s full of negative connotations. Spending plans are a more accommodating alternative for many. It will put you in the driver’s seat of your financial future. A spending plan...
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