Holding the Line

Yesterday was a brutal day for stocks and bonds. The upside to challenging market environments like these is that they remind us that holding the line and staying invested are critical to long-term investment success.

Medicare Changes Retirees Need to Know About

The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare.

It’s Not Time to Abandon Bonds

This year has been historically bad for bonds, and while swift bond price declines can be upsetting, it’s not time to abandon bonds.

Hurricanes & Flood Insurance: What You Need to Know

If you live in an area at high risk for hurricanes, you likely understand the importance of flood insurance.

Will I Outlive My Retirement Money?

Three Keys to a Great Password

We live in an increasingly digital world, and sometimes the only thing protecting you from identity theft is a strong password.

5 Things to Consider Before Paying Off Your Child’s Student Loans

Before paying off your child's student loans, you should consider all options, especially if you have any high-interest debt yourself.

When Market Timing Fails

In a year like this, when everything seems to be going south, it's tempting to want to get out of the market completely.

Crypto Chaos

Financial Scams Targeting Seniors Increasing

June is elder abuse awareness month, and I recently watched a presentation from Schwab’s fraud & risk management team on the growing trend of scams against the elderly.

Worried About the Market? It’s Not Different This Time.

We are living in a time of extreme uncertainty and the anxiety that comes along with it. And even though it can feel like it, it's not different this time.

Will an Inheritance Affect a College Student’s Financial Aid?

Each year, around 86 percent of college students obtain some form of financial aid. In order to receive financial aid from the government, all students must fill out the Free Application for Federal Student Aid, otherwise known as the FAFSA.

Medicare’s Premiums and Important Dates

The Centers for Medicare & Medicaid Services (CMS) have released the Medicare Part A and Part B premiums, deductibles, and coinsurance amounts.

Some Positives in an Otherwise Negative Loop

The market can’t catch a break, and there's not much good news to be reported these days. And honestly, it may get much worse before it gets better.

Hidden Risk in Cash

With the uncertainty and market swings of the past few years, it's certainly understandable that some investors would seek the safety of cash.

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