August 2021
Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns versus the S&P 500 stock index. This year…
July 2021
The vast majority of my clients don’t rely exclusively on Social Security to meet their income needs when they’re no longer working for a salary, and most of my…
September 2020
I regularly encourage everyone to get his/her/their estate planning done. It’s a great act of love for your family and loved ones, and the cost in time and money…
August 2020
This year’s updating of the earthquake kit brought a new perspective on being prepared to shelter in place for a (previously) recommended 72 hours. My first reaction? “Ha! I’ve…
July 2020
I recently did a virtual presentation for women executives on how they can move their financial lives forward, even while navigating a busy schedule. These were the 10-minute projects…
June 2020
Most of my clients donate to charity. Some do it in a small way, some in a big way. Some have a specific strategy and some take a more…