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Happy Independence Day!

Happy Independence Day holiday! Our offices will be closed Friday, July 3 for the holiday. Take care, and enjoy your weekend celebrating our nation’s independence with your friends and family! Let us know if we can help you on the path to financial independence. We’ll work with you to create a road map to a […]

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World Traveler Sets Her Sites on New Retirement Adventure And Career #4

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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Been Putting Off Your Estate Planning? Now Is A Good Time To Get It Done.

Have you been putting off your estate planning? Many people have. Less than one-half of all adults have drafted a Will. Many families with young children have no instructions in place for who should step in as guardian if something happens to them. Without your own estate plan, state laws and probate courts will make key […]

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Quote Of The Week: The Risk Of Surrendering To Cash

“While it might feel safer going to cash when markets are volatile, cash positions don’t work like they used to. If you went to cash during the 1987 stock-market crash, you were still making 4.75% to 5.5% interest. If you had gone to cash in the dot-com crash you were making around the same—3.5% to […]

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How I Launched A Totally New Career & Became An Entrepreneur In My 60s

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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Investing In The U.S. Only? That Could Be A Big Mistake.

Are your top investments only in the U.S.? If you’re a U.S.-based investor, it’s normal to want to concentrate your investments in U.S. companies. After all, that’s where you live and work, and U.S. companies have dominated the international competition over the past few years. But if you invest exclusively in the U.S., or neglect […]

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Self-Employed? Don’t Miss This Opportunity To Slash Your Taxes Before The Deadline

We’re always glad to get the word out about amazing opportunities to cut your tax bill and beef up your retirement savings at the same time. So thank you to Brett Arends of MarketWatch for asking us to chime in on how self-employed people can save money by setting up their own retirement plans. In his […]

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How Has Your Spending Changed During The Pandemic?

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Happy Father’s Day!

“A father is a guy who has photos in his wallet where his money used to be.” To all our fathers, with gratitude. Happy Father’s Day!  

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How I Went To Law School In My ’40s And Changed My Life

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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