Ah, budgeting.  For many people, the term “budget” is synonymous with “diet” – a term that is as important as it is uncomfortable.  But, just like dieting, the benefits that can be achieved by using this not-so-exciting tool should outweigh the initial...

During this season of summer blockbuster movies, do you ever wish that you could fly into a daunting situation, save the day, solve the problem, be lauded as a hero, and fly off again with the crowd cheering?  How about doing this for yourself and your family on...

Are you traveling this summer?  Anticipating a vacation can be lots of fun… whether you stay close to home or venture far away, thinking about where you will go and what you will do should fill you with expectation and delight.  After all, this is your...

The regulatory environment in the financial services industry continues to change, and it’s been interesting to watch lately! If you didn’t know, the Department of Labor (DOL) new Fiduciary Ruling is set to take effect this week, on June 9th. Originally created under...

What happens when someone dies? This question has come up recently, and it’s an important one.  On the one hand, there are important options you may have if you become an inheritor or an executor for the estate of a loved one.  On the other hand, there are...

The Deadline is Fast Approaching! Time to Fund Your IRA Your mind may be preoccupied with gathering last year’s financial information in order to file your tax return, but don’t let this window slip by you… the window of opportunity to impact your future retirement....

With Valentine’s Day behind us, and the temptations of “Spring Fever” ahead, it’s an appropriate time to think about the topic of relationships and finance.  An interesting study conducted by TD Bank in 2015 reveals these money stats: Among respondents who said...

New Year “Reality Check” – What’s on your balance sheet? You’re one month into 2017 now.  Way to go!  How are you doing?  Do you know? There’s an old saying that “you get what you measure.”  Dan Ariely, in an article from the The Harvard Business Review, is even more...

Retirement Readiness We’re often asked for tips on how to create a successful retirement.  We think this such a great question that we’re devoting a new column to this topic.  In each newsletter, you’ll find one “tip” we’ve found to be invaluable on the path...

We’re often asked for tips on how to create a successful retirement.  We think this such a great question that we’re devoting a new column to this topic.  In each newsletter, you’ll find one “tip” we’ve found to be invaluable on the path to retirement...