On March 27th, 2020 President Trump signed into law the largest economic relief package in American History. While the bill will no doubt receive criticism, it does provide some much-needed assistance to workers, small businesses and hospitals. At an estimated $2.2 trillion, the Act is the equivalent to about 10% of U.S. GDP. Compared to […]
You may be feeling quite disoriented, fearful and anxious as our “normal” has been shaken. We care deeply about our clients and their families, our communities and, of course, our employees. To those of you who are afraid and worried, our hearts are with you. To those on the front lines, helping our world continue […]
In this current age of unprecedented international chaos and uncertainty, I’ve observed that many of my clients, friends, and family members—and myself—are concerned about the varied, wide-ranging ways that COVID-19 will affect their lives. From cancelled events to school closures to remote working protocols, it seems like, suddenly, nothing around us is familiar or predictable. […]
In many ways, I have been blessed with parents who have aged well. They both celebrated their 90th birthdays this fall and until recently have been living active and independent lives. But the time of real cognitive and physical decline is finally breaking upon them. My father was recently in a bad accident and spent […]
There has been a lot in the news recently about major investment brokerage firms eliminating trading fees. In the past, buying and selling stocks could be expensive – as much as $50 in commission fees to trade. Now, most of the major brokerage firms are advertising commission-free online trading for U.S stocks, exchange-traded funds (ETFs), […]
Media outlets are full of daily investing “advice” in the indistinguishable form of facts, opinions and even advertisement of financial products. Unfortunately, this “advice” often seems so convincing that investors feel the urge to take impulsive action. Often, these actions lead to costly investment mistakes. Here are a few tips to help keep your investment […]
Many of us see reaching our 60s as a long-awaited milestone. But even if a retirement date is on the back burner, this is a critical time for two important financial considerations — when to take Social Security benefits and a timely sign-up for Medicare. Social Security While there is no hard and fast rule […]
If you are within 20 years of retiring, now is the time to start planning so that you can make more informed decisions about your future and be financially and emotionally prepared for one of life’s biggest transitions. Though individual situations vary, these basic recommendations should be considered by anyone preparing for retirement. The sooner […]
What is the biggest financial risk you face? People often think of their investment portfolio or 401(k), but your biggest asset may be the equity you have in your home. The catastrophic fires and devastating losses the past few years have refocused homeowners on insurance. Through my personal experience of losing my home in the […]
Not all of us can be as generous as billionaire Robert F. Smith, whose commencement speech concluded announcing that his family will pay off the student debt of the entire graduating class at Morehouse College, nearly $40 million. Yet, we can all make a difference in our own community, at whatever level we can afford. […]
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