Personal Finance

Research and studies regarding 401(k) plans and their participation or lack thereof is a topic year after year. But reading some material from KRC research has confirmed information that anyone who is involved with managing 401(k) plans in the field probably already knows. On occasions clients will ask me to help them with their 401(k) […]

When I say “Off the Grid” most people probably think of independence from the electric company via solar or the ability to have a self- sustainable food supply with a garden or raising livestock. In other words just living like people did many years ago detached from power companies, grocery stores or town sewer and […]

I first heard it referred to as “socially responsible” investing, then it became “impact investing” or “green” and several other ways that I want to refer to as “principled investing”. Speaking with many investors gives me insight as to what their objectives are when investing their money. Often times they come in my office with […]

If you are a woman who is married, or with a male partner, there is a high probability that, at some point, you will be left to manage the finances alone. Why? Because women typically outlive their male counterparts. It is my personal experience that women are not as outspoken in client meetings as their […]

Many of my new clients are people who have managed their own money in the past, but they seem to reach a point in their lives that compels them to make a change. Sometimes they tell me that it’s just not fun anymore, or that they do not want to spend the time required to […]

Before sharing information regarding the financial abuse among our seniors, I must state that I know, or have known people near 100 years old that have not lost cognitive abilities and remain very sharp, so just realize that this information is a generalized statistical study. According to new research from Daniel Marson, a professor of […]