Personal Finance Calendar

Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals. Update your personal net worth to account for any significant changes in the past year....

Retirement Questions That Have Nothing to Do With Money

Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your retirement....

May 23, 2022 Weekly Market Insights

Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower. The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped 3.82% for the week. The MSCI EAFE...

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

“Travel is the only thing you buy that makes you richer.”¹ – Unknown If travel for you is less about escaping life and more about living it, then consider these vacation ideas: By Car East Coast of Australia: There may be no better way to experience this amazing...

Breaking Down the Parts of Medicare

Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional feefor-service program offered directly through the federal government. It is...