Financial Planning

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financial goals

Get “SMART” with Your Personal Financial Goals

So, you’ve finally graduated college and entered “the real world.” Maybe you have secured your first job, or are in ...

turning 18

The Impact of Turning 18

Like many parents, the Labor Day holiday (or the U.S. Open, if you are a tennis fan) represents the end ...

Saving & Investing When You’re Just Starting Out

Congratulations! After all the classes, exams, late nights, early mornings, interviews (so many interviews) you actually get to start the ...

donor advised funds investing

Optimize Your Charitable Giving with Donor Advised Funds

In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and ...

On Your Own: Financial Advice After Losing Your Spouse

It’s a day you hoped would never come. Your spouse has died. Your world is turned upside down, leaving you ...

401k contributions

Going Through Divorce and Over 50? Make Finances Your Top Priority

Divorce is a reality for a growing number of aging couples, a phenomenon commonly referred to as “gray divorce”. According ...

Credit reports and credit scores

Credit Reports and Credit Scores: the Importance of Periodic Reviews

For many, credit information is a mystery until applying for a loan/lease, credit card, or mortgage. Often by that time, ...

social security

Getting Spousal Social Security Benefits if Your Last Names Do Not Match

Aging reality hits you when you reach your “FRA,” or Full Retirement Age as defined by the Social Security Administration. ...

margin

The Many Uses of Margin Loans

Margin refers to an investor’s use of leverage relative to his or her own assets. In other words, it’s “borrowing ...

donor advised funds investing

What Should I Do With My Old 401(k)?

It’s a question that comes up often – what should I do with my old 401(k)? There is no one-size-fits-all ...

property ownership

Basics of Property Ownership

The way in which you hold title to your assets can have a major impact on your estate plan. Different ...

female advisors

Planning Considerations for Millennials

Below, I explore some common planning considerations and issues that I encounter on a regular basis when working with clients ...