Articles


Date Title
9/17/2021 To Buy or Not to Buy… When Do You Need Life Insurance?
7/23/2021 Midyear Outlook 2021: Finding Our Way Back to Normal
7/14/2021 Why a Credit Freeze is the Best Response to a Data Breach
7/14/2021 4 Common Elder Scams: How to Stay Safe and Fight Back
6/25/2021 Unsure When to Claim Social Security? Timing Has Its Benefits
5/20/2021 Does Your Credit Need Repairing?
4/7/2021 Understanding the American Rescue Plan Act of 2021
3/18/2021 Women and the Pandemic: Planning for a Healthy Financial Future
3/11/2021 A Starter Guide to Selling Your House
3/11/2021 Tax Season Scam Alert
2/11/2021 Economic Risks Are Moving Behind Us
1/6/2021 2021 Key Financial Data
1/6/2021 Charitable Giving Incentives Under the CARES Act
1/6/2021 Understanding the New Stimulus Bill
12/10/2020 Is the Economic Recovery Picking Up?
10/13/2020 Is the Economic Recovery Immune to Rising Medical Risks?
8/14/2020 Does the Presidential Election Spell Risk for the Markets?
7/14/2020 7 Estate Planning Things You Must Do in the Time of Coronavirus
7/14/2020 Investment Themes for Post Covid-19 Pandemic
7/14/2020 The CARES Act 2020 RMD Waiver: What You Need to Know
7/14/2020 Social Security and Coronavirus
6/26/2020 Aligning Your Investments with Your Values
6/14/2020 Is the Risk of a Second Wave of Infections Rising?
6/4/2020 Charitable Giving Incentives Under the CARES Act
5/1/2020 Coronavirus Update: Are We on the Way Back to “Normal”?
5/1/2020 Avoiding the Unintended Tax Consequences of the 529 Plan Refund
4/17/2020 Scam Alert! Protecting Yourself and Your Finances
4/8/2020 Health Insurance Resources for Laid-Off Workers
4/8/2020 The Paycheck Protection Program: Offering Financial Support for Small Businesses
4/8/2020 Retirement Account Rule Changes Under the CARES Act
4/8/2020 Unemployment Benefits Under the CARES Act
3/31/2020 The CARES Act 2020 RMD Waiver: What You Need to Know
3/31/2020 Q&A: Understanding the New CARES Act
2/28/2020 Market Continues to Slide on Coronavirus Fears: What Should Investors Do?
2/25/2020 What Does the Coronavirus Mean for Investors?
2/5/2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act
1/9/2020 Your (Financial) New Year’s Resolutions
10/10/2019 Veterans Day Observations of a Financial Advisor (Who is Also a Veteran)
7/15/2019 Why We Insist on Positive ID Before Transferring Your Money
4/1/2019 7 Ways to Help You Cut College Costs
4/1/2019 Paying for College Is a Family Affair
4/1/2019 “How Can We Afford College?” 5 Tips to Figure It Out
3/31/2019 Current Practical Realities Regarding ESG Investing
3/8/2019 A 7-Point Checklist for Your Estate Plan
1/31/2019 Climate Change and Credit Risk: A Current Illustration
1/9/2019 No-Regrets Lessons From a Man at Death’s Door
12/11/2018 2019 Economic and Market Outlook: Not a Bad Place to Be
11/2/2018 Is This the Beginning of the End? A Look at October 2018 Market Volatility
10/3/2018 Tesla: A Lesson In Failure Of Board Oversight Of Senior Management
9/28/2018 Important Legal Documents for College Students
9/28/2018 Factors to Consider When Updating Insurance Coverage
8/10/2018 How Parent & Child Assets Impact Financial Aid Packages
7/13/2018 How to Start the Family Caregiving Discussion
7/13/2018 11 Financial Tips to Make Caregiving Easier
4/3/2018 ESG Investing is Becoming More Mainstream by Clem Dinsmore
3/15/2018 Understanding Social Security Benefit Estimates
1/11/2018 6 Wealth & Success Lessons From The Ultimate Gift
1/9/2018 Opinion: 10 Reasons to Consider Corporate Governance
1/5/2018 Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know
11/15/2017 Seven Questions to Ask Your CPA Before Year-End
10/27/2017 Regulatory Update – October 2017
10/4/2017 Is the Cloud Secure Enough for Me?
9/3/2017 College Planning: Know the Rules for Education Funding
8/3/2017 5 Ways to Boost Your Security Against ID and Credit Card Theft
6/28/2017 15 Resources for Overwhelmed Caregivers
6/28/2017 Understanding Guardianship for Older Adults
6/28/2017 Holistic Help for Caregivers of Aging Parents
6/9/2017 Last Will & Testament: Add a Letter Covering These 14 Wishes
5/17/2017 6 Savvy Questions About Social Security
4/22/2017 The Art of Managing Retirement Assumptions
4/22/2017 Cracking the Nest Egg: When Accumulation Becomes Distribution
4/22/2017 Five Questions to Ask Yourself Five Years Before You Retire
3/9/2017 Nine Questions to Ask Your CPA at Tax Time
12/28/2016 Can You Reduce Your Lifetime Health Care Costs by Staying Healthy?
12/28/2016 Update on the Department of Labor’s Retirement Advice Standards
9/30/2016 Caring for Your Aging Parents
9/30/2016 Seven Questions to Ask Your CPA Before Year-End
7/12/2016 College Planning: Know the Rules for Education Funding
7/12/2016 Questions to Ask When You Inherit a Home
7/12/2016 New Regulations Good News For Investors
3/21/2016 Helping Your Adult Children Without Hurting Your Retirement
3/21/2016 What’s Your Money ‘Archetype?’
1/05/2016 Economic Risk Factor Update
1/05/2016 Financially Well One Step at a Time
1/05/2016 Creating a Financially Organized Life
11/23/2015 Financial Planning Tips for Year-End
10/26/2015 6 Best Practices to Protect Your Confidential Information
9/29/2015 Your 401(k) Is Not an ATM
8/25/2015 Back-to-School Budgeting
7/27/2015 What to Do If You’re a Victim of Tax Identity Theft
6/23/2015 Planning an Affordable Vacation Abroad
6/1/2015 Emergency Funds: Preparing for the Unexpected
4/28/2015 So You Want to Buy a Vacation Home…
3/30/2015 Spring Cleaning in Your Financial House
2/24/2015 What Do Lower Oil Prices Mean for You?
2/3/2015 Evaluating a Job Offer: The Financial Perspective
12/29/2014 Season of Giving
11/24/2014 Year-End Financial Planning
10/28/2014 Winter Preparation Checklist
9/29/2014 Inheriting Debt from a Family Member
8/25/2014 Preparing Your College Student for Financial Responsibility
7/28/2014 Rental Car Insurance: Are You Covered?
6/30/2014 Talking to Your Aging Parents About Their Finances
5/23/2014 The Budget Traveler: Tips for Booking Your Summer Vacation Online
4/28/2014 The TV Debate: Should You Cut the Cable Cord?
3/25/2014 Key Points in the President’s 2015 Budget Proposal
2/25/2014 A Safety Reminder: Protecting Yourself from Data Security Breaches
1/28/2014 Prepping for the Upcoming Tax Season—And Beyond
12/23/2013 A Financial Checklist You Can Handle