What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or common themes that arise from our conversations with clients, you can read about it here. We’re glad to have you reading along and hope you will keep checking in.
What role do women play in the world of investment? An ever increasing one. That being said, recent research shows that there remains a gap between men and women when it comes to taking part in long-term financial planning and investment.Read More
LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Research believes the following three themes will be key to the...Read More
The more conversations I have with family, friends, neighbors and clients, the more the topic of caring for an aging parent or spouse comes up. I am continually surprised just how many families are affected by this (my own included)....Read More
Do you know when you will retire? If you have an age in mind for retirement, and a financial plan to back it up, you are ahead of many Americans who have little or no retirement plan to speak of. That said, recent data suggests that theRead More
I am often asked by my clients, as a financial planner, should I have a will or trust? The short answer is YES! If you own assets and want to make sure at death they go to whom you intend them to go, a simple will or trust is a great...Read More
There are many reasons why financial planning is especially important for women, but the following article focuses on three important ones: 1. Longevity; 2. The Wage Gap; 3. Providing Care For Others. Like many factors that impact...Read More
Understanding the need to plan for long-term care is important for everyone, especially women. Although many of us don't want to talk about it, the majority of us will have to confront a long-term care event at some point in our lives....Read More