Cryptocurrencies have continued to gain momentum lately, with recent regulatory approvals of bitcoin ETFs.  These rulings broaden access...

Medicare premiums went up this year, but you may have noticed that your Part B and Part D premiums are higher than the standard amounts....

Make sure to update your financial plan for 2024.  Here are some important updates that will affect how much you save, invest, and the...

Video Summary: Right now, cash savings options are better than they’ve been in years. Interest rates on high-yield savings accounts and...

It is finally sinking in…I have exactly one year until my oldest child is enrolled in college! As I try to push down the emotions that...

Financial planning for college is an important process. I have had many conversations with clients over the years about paying for...

When you think about your financial goals, you may be faced with conflicting priorities. You may feel like you should delay investing...

Annuities get a bad rap and for some there are very good reasons this is so. However, annuities do serve a purpose.

When you leave a job, it is common for life to shift into a different gear. Sometimes, it feels like GO time and you are running at full...

Taking a personal financial inventory at least once per year is an important process to measure your financial progress and help you stay...

Have you ever stopped to think about where your money habits have come from? For most of us, we have been given lots of advice over the...

In the post below, we will discuss what President Biden is proposing, what compromises we may expect, and some ideas of how to plan ahead.

With a bright outlook ahead, it seems like a good time to review what financial lessons have been learned from living through a pandemic.

Saving money for retirement is important for your future, but it may also help put more money in your pocket right now.

This month all Social Security recipients should have received a letter notifying them of a 1.3% cost of living adjustment.

While it is important to adapt and adjust, when it comes to finances there are some important fundamentals that you should stick to.

I often get asked, “What is the best way to save for my kids?” Here are a few suggestions to consider when setting up savings for children

Bitcoin is just one piece of a growing trend toward digital currency. In this post, we discuss some of the benefits and challenges

It’s November and most likely your company is in open enrollment right now. This is a good time to evaluate the upcoming year and plan...

The state of our healthcare system continues to be a stress on retirement budgets, and it is important to plan ahead