Investing for Impact
Investing for Impact Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role. In the past, some...
Creating Summer Memories: Fun Activities for the Whole Family
Creating Summer Memories: Fun Activities for the Whole Family Summer is a special time for families to come together, create lasting memories, and enjoy the long, sunny days. With school out and the weather inviting, it's the perfect season to bond over exciting...
Mortgages in Retirement
Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start....
How Retirement Spending Changes With Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households "live it up" and spend more than they anticipate as retirement starts to unfold....
Embracing the Golden Years Abroad: A Guide to Living Internationally in Retirement
Embracing the Golden Years Abroad: A Guide to Living Internationally in Retirement Retirement is a time to savor life's pleasures and explore new horizons. For many, this means considering the exciting prospect of living internationally. Moving abroad in retirement...
Pickleball in Retirement
Pickleball in Retirement Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from regular physical...
Social Security Spousal Benefits
Social Security Spousal Benefits If you are/were married, you are eligible for spousal benefits? What are spousal benefits and how do they work? It can get complex but let me give you two common scenarios. Scenario A: You were a stay-at-home spouse, and your spouse...
Caring for Aging Parents
Caring for Aging Parents Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As...
Buying Auto Insurance For Teen Drivers
Buying Auto Insurance For Teen Drivers Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive. Your child will need auto insurance coverage as soon as they receive their driver’s license. Here are some...
To POA or Not POA
Have you thought lately about creating a power of attorney? Many don’t even think about getting one in place until they have a major issue. The problem with waiting until it is needed is in the requirements for the document to be valid: You must create it of your own...
Investing for Impact
Investing for Impact Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role. In the past, some...
Creating Summer Memories: Fun Activities for the Whole Family
Creating Summer Memories: Fun Activities for the Whole Family Summer is a special time for families to come together, create lasting memories, and enjoy the long, sunny days. With school out and the weather inviting, it's the perfect season to bond over exciting...
Mortgages in Retirement
Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start....
How Retirement Spending Changes With Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households "live it up" and spend more than they anticipate as retirement starts to unfold....
Embracing the Golden Years Abroad: A Guide to Living Internationally in Retirement
Embracing the Golden Years Abroad: A Guide to Living Internationally in Retirement Retirement is a time to savor life's pleasures and explore new horizons. For many, this means considering the exciting prospect of living internationally. Moving abroad in retirement...
Pickleball in Retirement
Pickleball in Retirement Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from regular physical...
Social Security Spousal Benefits
Social Security Spousal Benefits If you are/were married, you are eligible for spousal benefits? What are spousal benefits and how do they work? It can get complex but let me give you two common scenarios. Scenario A: You were a stay-at-home spouse, and your spouse...
Caring for Aging Parents
Caring for Aging Parents Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As...
Buying Auto Insurance For Teen Drivers
Buying Auto Insurance For Teen Drivers Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive. Your child will need auto insurance coverage as soon as they receive their driver’s license. Here are some...
To POA or Not POA
Have you thought lately about creating a power of attorney? Many don’t even think about getting one in place until they have a major issue. The problem with waiting until it is needed is in the requirements for the document to be valid: You must create it of your own...
