A game-changing fourth quarter

October marks the start of a fresh quarter — the last one of the year. Knowing you only have 3 months left in 2022, what are you feeling pressed to accomplish? Entrepreneur Michael Altshuler captured the familiar 4th-quarter feeling in this way: “The bad news is time...

Fall hit the markets — what’s in store for winter?

Many Americans may be looking at their savings and 401(k)s this week, wondering just how much the past few months of volatility will affect or delay their long-term goals. How long will investments continue to decline, inflation and interest rates continue to go up?...

How to make your financial life happier

If you ask many Americans, happiness has been hard to come by this year. Amid market volatility, rising interest rates, increasing debt levels, and an uncertain economy, 2022 has been a challenge, to say the least. That’s why I wanted to pass along the Forbes article...

Your “Operation London Bridge”

With news of Queen Elizabeth’s death last week, many people were fascinated by the details of “Operation London Bridge,” the British code word given to the monarch’s intricate succession plan with rules governing her funeral and the royal estate after her passing. The...

5 ways to set more achievable goals 🎯💯

You can feel it — the excitement of a new season is in the air. Whether you’re a parent sending kids to school, a football fan, an athlete, or even a retiree settling into a new routine, there’s something about the promise of a changing season that can...