megan j
January 26, 2022

Empower Your Loved One: Encourage Independence

December 20, 2021

Quit Saying “I’m Broke”: How to Stop Unnecessary Spending

December 20, 2021

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well […]
December 20, 2021

Four New Year’s Resolutions for Current Retirees

November 23, 2021

Buying Locally and Giving Locally

Maybe your charitable donations should stay in your zip code? For many of us, buying locally matters. We’ve all heard the term and seen the signs: […]
November 23, 2021

What to Do If (When) Your Taxes Start Going Up

Not knowing what Congress will do should not stop you from planning One variable that is hard to plan for in retirement is taxes. There are […]
November 23, 2021

8 Tips to Stay on Track with Your Holiday Budgeting

It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Since holiday spending doesn’t include just […]
November 23, 2021

Selling Stocks Before Cap Gains Taxes Go Up?

Before you lock in that 15%, make sure you consider all the variables Are you thinking about bailing out of stocks before year-end while the capital […]
November 23, 2021

Women Have Different Financial Planning Worries

Unique health and caregiving worries and an industry that doesn’t listen well Women have special concerns about financial security that financial professionals might need to address. […]
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