Newsletter

Did you know that October is National Retirement Security Awareness month? Having it in the month of Halloween seems right to me because many people find thinking about retirement a little scary.

These days, I’m reminded about the ancient curse: ‘May you live in interesting times’. The origin of the saying is murky, but the meaning behind it has endured—uncertain times can bring stress.

Have you been feeling like you are being pulled in too many directions lately? It seems like each day brings new information that we’re supposed to understand and put to use in our health, family life, career, and money.

The coronavirus continues to affect the economy, most recently with the U.S. Federal Reserve’s announcement that they plan to keep interest rates low for the foreseeable future and expect inflation rates to rise.

The rest of 2020 is shaping up to be filled with uncertainty: market volatility, a possible second wave of coronavirus, and the shifting landscape of work and school.

September is a month of transitions, this year even more so. Think back to the beginning of 2020.

2020 continues to bring the unexpected, particularly with the markets. The longest economic expansion quickly followed by the shortest downturn, and now, the fastest return to almost record market highs.

The COVID-19 pandemic has achieved what wellness experts have been recommending for years—it has slowed life down. Although we are dealing with a challenging situation, slowing down has allowed an unexpected upside: the development of positive habits that can help...

Financial goals naturally evolve depending on our current situation. Take a moment to self-reflect on where you are today and where you want to go.

You may be getting overwhelmed by all the covid-19 news. It’s everywhere, and rightly so, the extraordinary pandemic has affected almost every aspect of our lives…