Tag Archives | AARP
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Quote Of The Week: How An Emergency Fund Can Boost Your Financial Confidence

“An emergency fund can boost peace of mind and financial confidence in long-term goals. In a report conducted by AARP, people with emergency funds felt 2.5 times more confident in their ability to achieve their financial goals than those who did not.” Christine Benz, “What the Coronavirus Means for the Future of Financial Planning,” Morningstar, October 13, […]

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6 Easy Numbers To Help Measure Your Financial Wellness

Understanding your financial picture needn’t be that complicated. Simply staying on top of a half-dozen key money numbers can bring your financial picture into focus and improve your financial well-being, says financial columnist Kimberly Lankford in an article for AARP. Interviewed for the article, Mari shared with Kim one quick and easy tip for measuring […]

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On The Road Again: 3 Things To Know About RV’ing And The Pandemic

Is the open road calling your name? It is for more than a few of our clients. Anxious to get out of the house, but not so keen on traveling by air or staying in a hotel, more people are giving in to the lure of RV’ing. Some of our clients have been RV aficionados […]

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It’s A Great Time To Fund A Roth IRA

If you haven’t seen it yet, take a moment to peruse Kimberly Lankford’s recent article for AARP on “Why You Should Have a Roth IRA During Turbulent Times.” Kim interviewed Mari Adam last week about how a Roth IRA is one of the most versatile and valuable savings accounts around. And despite the market turbulence, […]

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How To Spot A Scam, From One Of America’s Greatest (Former) Con Men

Frank Abagnale is arguably America’s most famous con man. He was a professional imposter whose life inspired the character played by Leonardo DiCaprio in the  film “Catch Me If You Can.” After getting caught and serving time, Abagnale became one of the FBI’s good guys, using his inside knowledge of how scammers work to protect Americans from […]

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Quote Of The Week: Shopping For A Financial Advisor

“If you want professional help, shop for a financial adviser who is a certified financial planner or is a certified public accountant with a personal finance specialist designation. Use an adviser who discloses fees and has fiduciary responsibility to put your interests first.” Linda Stern, How to Break Bad Investment Habits, AARP Magazine, June 21, […]

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How House-Smart Are You?

Relocating to a new area? When is it best to buy, and when should you stick to renting? We were just interviewed by AARP for an article on “How House-Smart Are You?” in the June 2018 AARP Bulletin. We were asked when it makes sense to buy, and when you’re better off renting. It’s a topic we […]

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HGTV stars Drew and Jonathan Scott Show How to Redecorate That Empty Nest

When my kids went off to college, I reveled in having my home back to myself again. One of the first things I did was repaint and redecorate the kids’ rooms to make up for years of wear and tear. Of course, like many other kids, mine boomeranged back home again, but we all still […]

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