I often find helpful websites or apps as I am talking with friends or reading online. I came across some in the last few weeks that I thought would be worth sharing. So many of us today automatically go to Google when we need a question answered. But did you know there are actual experts that you … [Read more...] about Helpful Websites
These days many of us are faced with the task of finding a nursing home for a loved one. And despite the internet and all the technology, it can still be difficult to find reliable sources to make an informed choice. The official Medicare website has a section called Nursing Home Compare. Here … [Read more...] about In Need of a Nursing Home for a Loved One?
If you had invested $1,000 in the stock market in 1990 could you figure out how much that money would be worth today? Possibly. However, if you tried to time the market during that period, I bet you would be surprised how much you would have lost just by missing a few of the market's best … [Read more...] about Missing the Market’s Best Days
There has been a lot of talk about the other epidemic facing the US – the mental health and substance abuse epidemic. As financial advisors, we do not just invest for our clients. We take a holistic look at the client and their lives. Our job is to clarify the client’s needs, identify their … [Read more...] about Clients and the Other Epidemic
Getting older is hard. As you hit a certain stage of your life you realize that many of your friends are encountering the same issues. A week does not go by that the discussion of caring for aging parents does not arise. The concerns range from healthcare and housing to monetary and emotional … [Read more...] about Helping Your Parents Manage Their Money
As most of you who have read any of my blog posts know, I am fortunate to have three daughters. A fact that usually conjures up some interesting comments in regard to living with so many women in one house (a fact that my husband Dan has had to hear on numerous occasions). But, the journey of … [Read more...] about For Our Daughters: Business Career Advice