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Overspending? Blame It On Social Media.

That selfie could be costing you more than you think. More than a third of Americans admit “their spending habits have been influenced by images and experiences shared by their friends on social media,” according to the 2019 Modern Wealth Survey, a research project sponsored by Schwab that interviewed 1,000 Americans on how they spend, […]

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Today’s Savings Tidbit: On The Job After Age 70? You Can Still Do Wonders!

We have more than a few clients who are still on the job after age 70. Many of them are business owners, and they love what they do. Some intend to stick around until they ultimately sell the business or transition it to the next generation of owners. Most of these business pioneers are well […]

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What Does It Take To Be Wealthy Today?

Charles Schwab’s annual Modern Wealth Survey asked 1,000 Americans how much money it takes to be considered wealthy today. They responded that you need $2.3 million to break the wealth barrier (although that’s more than 20 times the actual median net worth of U.S. households, according to the Federal Reserve). Not quite there yet? Not to […]

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Mother's Day 2019

Celebrating Mother’s Day 2019!

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Quote Of The Week: Shattering The Glass Ceiling

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All In The Family: 7 Smart Tips For Lending Money To Adult Kids

It’s a situation most parents will encounter sooner or later. A family member, usually an adult child, needs a little financial help. It could be to cobble together the down payment on that first home, or maybe finance the exit from a difficult marriage, or perhaps fix the car after a fender-bender. We’ve helped guide […]

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Free Personal Finance Guide for Military Families

Shout out to Kimberly Lankford, contributing editor at Kiplinger’s Personal Finance Magazine and a military spouse. I’ve had the pleasure of working with Kim for many years. She’s a first-rate journalist and a dedicated supporter of the military community. Kim is one of the guiding hands behind the newly-released fourth edition of the “Financial Field Manual: […]

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Claim Your Social Security Account Before Hackers Do It For You

Imagine that you’re finally ready to claim your retirement benefits and contact the Social Security Administration, only to find out that someone has been claiming your hard-earned benefits for years, and directing those monthly checks to a bank you’ve never heard of. It can happen. Social Security is asking more American workers to request benefits […]

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New Miami Dolphin NFL Pick Has Got All The Right Money Moves

New Miami Dolphins pick Christian Wilkins is breaking all the stereotypes about how football players and professional athletes aren’t good at sticking to a budget. He pulled off the impossible task of earning a BA and master’s degree in record time, and graduated college with no debt & money in the bank. “It’s simple: My […]

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Building Up A Better Tax-Free Nest Egg For Retirement

Tired of taxes? Can’t blame you. But sometimes it pays to start thinking ahead about successful strategies we can discuss before year-end to save you on your future tax bill, and help you beef up retirement assets you can access totally tax-free for years to come. What we’re talking about is getting more money into a Roth IRA account for […]

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