Financial Planning Focus

Earlier this summer, a family friend was involved in an accident, which required emergency surgery. His family was not close and he had no estate planning documents.

Investors have waited over 11 years for international stocks to take the lead from U.S. stocks. While the shift is occurring at a glacial pace for long-term investors, waiting for change is not an appropriate strategy.

Have you ever wondered why a stock goes up? The easiest and most obvious answer is — there are more buyers than sellers!

For any Seinfeld fans out there, the title may give you a chuckle.

For most of my professional career — and adult life for that matter — the ability to deftly juggle multiple tasks at once was a skill set I was quite proud of.

We are in the midst of odd times, which become stranger by the day. I have been working from home for about two weeks now with no gym, no sports, and no new faces.

As we all deal with the new reality around the COVID-19 virus, the requirement to maintain “social distancing” has presented scammers with yet more opportunities to take financial advantage of people.

Back in August 2016, I wrote an article in this newsletter about Generation X, my generation.

I have a confession to make. I didn’t save enough to send my daughter to the college of her dreams.

The cost of higher education has been rising at a rapid clip over the past decade, and with it the amount of student debt.