I came across this MassMutual consumer poll, which revealed that 33% of those over 50 failed. Claiming Social Security is a decision not to be taken lightly and one that...
Divorce & Taxes
Quick question: Do you want the $100,000 bank account earning 0.01% interest or the brokerage account with $100,000 of Tesla stock that went up 740% in 2020? Answer: Choose the...
Missie Beach Quoted in Bankrate.com – A New Look at the Emergency Fund
We always tell clients to set aside liquid cash in an “emergency fund” for unexpected expenses, a job loss, or other random events that life throws our way. When the...
Child Applying to College (Or in College)? – You Need FAFSA Facts!
If your child is already in college, chances are you are already familiar with the FAFSA (Free Application for Federal Student Aid). However, if you have a rising senior like...
Preparing for the Inevitable – The Loss of a Parent
No family wants to address the elephant in the room, but the discussion needs to start somewhere. Are you adequately prepared to handle things when confronted with the death of...
Credit – Do your Kids “Get” It?
There was a time long ago when one of my children said to me, “Why don’t you just use your credit card, Mommy?” At that point, I realized he thought...
