To close out the unusual year we've just had, I wrote a guest article for Retirement Daily on The Street. I covered 10 financial tasks we can all wrap up after the holidays. With such a complex financial system, it's important to take some time to look under the hood at each account you own. And, help prepare for the upcoming tax season. None of these account reviews takes … [Read more...] about Guest Column: 10 Financial Tasks to Wrap Up 2020
Decorate the Rooms in Your Financial House
December can be such a complicated time of the year. The holidays are both stressful and enchanting. Things at work should be winding down, but often amp up to get a jump-start for the next year. Add to the mix this year: holidays during COVID-19. Now what are we up against? What is a sane person to do? It seems that everyone has decided to decorate … [Read more...] about Decorate the Rooms in Your Financial House
Time to Save Our Small Businesses and Our Communities
Make a Difference on Small Business Saturday, November 28th We don’t think much about running into our towns. It might be to pick up a gift or drop off our grandkids at music, karate, or art class. Or, to meet up with friends for dinner at a local restaurant. That seems like a long time ago. The COVID-19 pandemic has certainly changed all … [Read more...] about Time to Save Our Small Businesses and Our Communities
8 Insights into Retirement: A Silver Lining to 8 Months of COVID
I hit on an idea I wanted to explore for a recent article I wrote for Retirement Daily at The Street. It’s been a long 8 months of COVID. So much changed so abruptly, and every person has been affected in some way, shape, or form. But, for many of us in our mid-50s and beyond, something else is happening. What we hear and see on the nightly news is not what we are … [Read more...] about 8 Insights into Retirement: A Silver Lining to 8 Months of COVID
Boomers Are Making a Plan to Vote…
...and So Much More This Election Season However you do it, whenever you do, do it! Vote! Never in our collective recent history has it been more important to vote. Long gone is the casual walk into your polling place on that first Tuesday in November. This year, after four rocky, tumultuous years, topped with a global pandemic, it is once again time … [Read more...] about Boomers Are Making a Plan to Vote…
