A down market can impact when you retire, and withdrawing money early-on from a depleted account can affect the growth of those…
Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s 401(k) was safe. Like every…
February 7, 2023 When it comes to financial products, we’ve all heard stories of people who bought something they never should…
February 7, 2023 When it comes to managing your financial life, it’s easy to get caught up in the day-to-day and lose…
We all like to think that we’re rational thinkers and make decisions based on logic and facts. The truth is our brains…
By Jessica Lanning, JD, CFP® November 16, 2022 In the frenzy of a $2 billion Powerball prize, two phenomena came into…
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…
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…
