Tag Archives | pandemic
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These Young Consumers Are Buying Their First Home During The Pandemic

It takes a lot of courage to move forward with a life-changing financial decision in the midst of the pandemic. But many young consumers are doing just that. They are forging ahead with their very first home purchase in one of the most uncertain economic climates we’ve ever experienced. In fact, Client Associate Scott Weigel, whom […]

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2020-06 Canva Pandemic Spending

How Has Your Spending Changed During The Pandemic?

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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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What Women 50+ Want From Their Financial Advisor

It’s official: Women over fifty know their own mind and aren’t afraid to speak up. When asked during a recent research study what they want from their financial advisor, mid-life women were very clear in spelling out what is on their wish list. Here’s seven key items mid-life women 50+ are looking for from their […]

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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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Don’t Throw Out That Stimulus Debit Card!

“I almost threw it out,” confessed one client. “I thought it was another unsolicited credit card offer and was getting ready to put it in the shredder,” said another. They are talking about the prepaid debit cards they received from the U.S. Treasury containing their stimulus payments issued under the CARES Act. The cards, called Economic […]

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2020-05 Most Wanted Pandemic List

8 Surprising Products People Most Want To Buy During The Pandemic

Surprise! Here are the 8 most unexpected products that people have wanted to buy during the pandemic.  

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Women: Here’s How To Protect Your Credit During The Pandemic

Millions of Americans are concerned about protecting their credit during the coronavirus pandemic, and especially women. We’re all affected by the coronavirus pandemic. But some are facing greater financial challenges as they wait for the economy to rebound. Almost 90 million Americans are worried about their credit scores and whether they will be damaged before […]

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Florida Real Estate Holds Its Own During The Pandemic

We may be in the midst of a global pandemic, but life goes on. No surprise, then, that we have clients who are selling, building, buying, and refinancing homes across the state, despite COVID-19. Curious as to how Florida’s real estate market is weathering the pandemic? Here’s some highlights: Transactions are continuing day by day. […]

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Furlough Versus Layoff: What’s The Difference?

More than 22 million Americans filed for unemployment benefits over the last month, as scores of businesses scaled back their workforce in response to the COVID-19 pandemic. Unfortunately, some of our clients and their family members are among those suddenly sidelined. We’re helping them adjust to the new reality and make the financial accommodations called […]

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