Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I
2021: Market Review and Thoughts on Market Volatility
This year’s market was anything but normal. Of course, when it comes to markets, we should expect the unexpected. Think about this for a minute. The
9 Investment and Retirement Tips for Savvy Women
When it comes to saving for retirement, women face headwinds that men don’t. It starts with how much they earn. Women are paid about 80 cents for
11 Financial Tips for Parents to Share With Their Kids (Part 2)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to
11 Financial Tips for Parents to Share With Their Kids (Part 1)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. Helping our kids become more financially
Protecting the One You Love
If you create a picture of a widow in your mind, who is she like? I imagine you picture a woman in her late 70s or older. That’s not what the U.S.
5 Tips: Helping Your Aging Parents Manage Their Finances
As a society, we often find it hard to discuss financial issues. Having that conversation with loved ones can be even harder. In fact, according to
Caring for Aging Parents: A Checklist
If you have aging parents, you may need to take care of them – or help arrange for their care in the future. Helping prepare your parents to age well