When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Values Based Investing, often referred to as Socially Responsible Investing (SRI), is a form of investing where investments must pass screens for significant personal values...
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from...
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working from home, and tried...
Some points to consider: Election Markets tend to experience greater swings until presidential elections are decided. Uncertainty from the pandemic and Trump indicating he will...
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming...
College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how...
Effective Sept 1, 2020, President Trump’s executive order took effect allowing for the deferral of the employees’ portion of the payroll tax from Sept. 1 through the end of the...
With the markets recovering nicely and all the stimulus programs running their course, there has been little to bring to the forefront of your attention. However over the weekend...
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The primary purpose of life...
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for...
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers...