Social Security Impacts from Divorce
Divorce can have a significant impact on an individual’s finances, including their retirement income. This is particularly true when it comes to Social Security benefits, which are often a critical source of income for retirees. If you are going through a divorce or have already gone through one, it is essential to understand how your […]
Going Through Divorce: Be Nice and Strong
From an early age, many women were trained to be nice. Many of our clients were very nice during their marriage, and sometimes to a fault which allowed them to not be financially empowered during the divorce. There is a prevalent quote that says, “If you are going to be anything, be nice”. In most […]
How the Past, Present & Future Impact Your Financial Plan
In this blog, I will be discussing how the recent past, present, and future impact your financial plan.
Quarterly Market Video | June 2020
In this video Beth gives up a market update from the second quarter of 2020.
Quarterly Market Video | March 2020
In this video Beth gives up a market update from the first quarter of 2020.
Two Strategies for Rebalancing Your Portfolio
Your investment portfolio is more than the sum of your account balances. It represents your pathway toward important financial goals, whether a comfortable retirement or a college education for your kids.
Is Your Business Protected if Disaster Strikes?
What would happen to your business after a fire, a massive data breach or the sudden loss of a key employee? Would it recover? How long would it take?
Understanding Behavioral Bias
Are you a better-than-average driver? Chances are, you answered yes. That’s because nearly three-quarters of people think they are better-than-average drivers. Besides being mathematically impossible, this statistic is an example of overconfidence—and is just one illustration of how certain biases can influence our thought patterns.
Your IRA and Your Legacy
Individual retirement accounts (IRA) are a cornerstone of many people’s retirement savings strategy, and for good reason: The ability to contribute pre-tax income—and to defer taxes until you start making withdrawals—means your savings can potentially grow more quickly than they could in a taxable account.
Shifting our Moneyview During a Global Pandemic
Our lives have certainly changed over the past couple of months. In a matter of days, our lives were flipped upside down. Almost all of us have experienced some type of financial loss, all while encountering the stresses of adapting to new ways of working and living.
