It’s been said many times, but 2020 so far has truly been an unprecedented year. No one could have anticipated the huge changes that have happened to work, family lives, and the economy. That means a mid-year financial check-up is critical this year. Your planning...
Because this July 4th is quite different from years before, it may be a good time to reflect on how the idea of independence has changed in light of the pandemic. One thing I’ve learned is how much I depend on those around me, from my family and friends to doctors,...
The coronavirus pandemic has given us a lot of reasons to be stressed these days. The psychology of stress can affect your approach to finances, investments, and retirement planning. Keep in mind how learning to deal with it can not only help your overall well-being...
Father’s Day is on Sunday, and as I started thinking about dads and the roles they play in our lives, I’m struck by how often I still hear my friends and clients say “let me check with my dad” whenever they need to make a decision. Fathers play a large role in shaping...
We’re halfway through 2020, and it has definitely been a tumultuous year. Covid-19, working from home, and now, worldwide anti-racism protests. While no one knows what will happen, there is optimism for economic recovery as Covid-19 lockdowns ease. However, we can...
