Managing and wrapping your head around health care costs and health insurance may seem like a daunting task.  A financial wellness study by PricewaterhouseCoopers found that over one-third of baby boomers—38%… Read More

For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for Social Security, and enroll in Medicare. Not anymore. Since… Read More

Fully funding a college education without debt is no simple task. It’s no secret that the cost of a four-year degree has soared. But do you realize how much it… Read More

If you’ve started college planning at all you’ve heard about the FAFSA. Do you need to fill it out? For the vast majority of families, the answer is yes. This… Read More

Major stock and bond markets fell again in the second quarter of 2022. The news media has been very loud announcing that it was the worst first half of a… Read More

What a year 2022 has been already! We have faced some major macroeconomic factors and we are positioned to help you navigate these rough waters. We have seen a change… Read More

We were treated to one of the greatest bull markets in modern history during the last decade. It’s not that we didn’t experience sell-offs. We did. During 2011 and 2018,… Read More

When a parent is considering giving or lending a child money, the key question is whether it’s empowering or enabling. You need to structure a transfer that is best for… Read More

Since the beginning of the year, the markets have been rattled by persistently high inflation and the question of how the Federal Reserve might respond. Unlike the rate-hike cycle of… Read More