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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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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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When Grown Kids Return To The Nest: Practical Parenting During The Pandemic

Sheltering-at-home has been tough on many people during the COVID-19 pandemic. Some are lonely, some are bored, many miss seeing their grandkids, and more than a few have their hands full juggling work, childcare, medical concerns, and financial stress. That’s why I consider myself one of the lucky ones. For the last few years I’ve […]

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Uncertain Income? Tips To Cut Your Spending

Whether you’re still working or already in retirement, you may feel less confident now about your income than you did in January due to the ongoing fallout from the coronavirus pandemic. It’s natural to want to proceed with extra caution going forward. One way to get your finances back into your comfort zone is to […]

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In Observance Of Memorial Day 2020 – “Never Forget That Freedom Isn’t Free”

Our office and the financial markets will be closed on Monday, May 25, 2020 in observance of Memorial Day.

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Retirement Playbook: How Portfolios Can Bounce Back From Down Markets

It’s easy to get caught up in discouraging economic news, and lose sight of your long-term financial roadmap. That’s why Mari was glad to have a conversation with veteran financial journalist Gail MarksJarvis, writing for Barron’s, about how retirees can stay on track by taking positive steps to protect their portfolios in times of turbulent […]

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Congratulations To CMC Professor Stacey Doan On Winning NSF Grant To Study Coronavirus Pandemic

Congratulations to Associate Professor Stacey N. Doan, a health psychologist at Claremont McKenna College and director of the Berger Institute for Work, Family and Children, for landing a prestigious National Science Foundation grant to study the effects of the coronavirus pandemic on families with young children. Associate Professor Doan is the principal investigator on the project. Two […]

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Celebrate Mother’s Day 2020 – “A Perfect Mother”

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A Silver Lining To The Pandemic: Getting The Kids Back Home Again

In some households, like mine, there’s a silver lining to the pandemic. One of my two 20-something adult kids is back home again sleeping in her old room. How did that happen? She lives in San Francisco, and had been sent home to work remotely in her cramped studio apartment in early March. Her employer’s […]

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Animal Lovers Achieve A Pet-Friendly “First” In Palm Beach County

  There may be a silver lining to the “stay-at-home” directives in South Florida. Members of the community turned out in droves to foster or adopt needy pets from local shelters, so they could share some together-time with a loving pet companion at home. For the first time ever, Palm Beach County Animal Care and […]

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