Losing a spouse is one of life’s greatest challenges and an inevitability that many people will face. The ensuing grief from the trauma makes it critically important to have a clear approach towards financial decision making. Losing a spouse poses…

The legendary Magellan mutual fund manager, Peter Lynch, once said, “Everyone has the brain power to make money in stocks. Not everyone has the stomach.” When it boils down to it, successful investing is both personal and emotional…

President Biden has yet to make his tax bill a top priority, but with Americans likely to reach herd immunity by the end of summer 2021, people’s attention will quickly return to addressing income and wealth inequality…

Most baby boomers were taught that financial affairs are private matters, and you should not talk with your kids about your money situation. In most circumstances, keeping estate matters private is prudent. However, when it comes…

One of the most important decisions you will make is choosing your financial advisor. A financial advisor generally manages your money and provides financial guidance at critical life moments, so they can help shape your life situation…

The stress of working day after day, year after year takes its toll on the mind and body. Retirement is the promise of an end to the rat race. The feeling of relief from being dependent on a job to live the lifestyle you want to live…