October 18, 2022 By Jessica Lanning, JD CFP® It’s always a great feeling when you get a little bit of extra money,…
October 3, 2022 By Jessica Lanning, JD, CFP® Reverse mortgages are a great way for homeowners over the age of 62…
September 16, 2022 What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know (Common Mistakes That You Can Fix…
September 2, 2022 Ask your average person on the street this question: If your investment loses 50% of its value, what rate…
August 2022 By Jessica Lanning, JD, CFP® If you’re like most people, you have a lot of documents lying around…
June 15, 2022 (Part 2) This blog and the previous one discussed how to manage long-term capital gains taxes. If you…
June 15, 2022 (Part 1) When you sell an investment for more than you paid for it, the difference is called a…
By Jessica Lanning, JD, CFP® July 5, 2022 There’s a line from the 1964 film Zorba the Greek, where Zorba (played…
June 15, 2022 Why the Average Investor Underperforms the Market Annually, various organizations release studies that show that average investors underperform the…
June 1, 2022 Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own…
