I just read two interesting articles about spending habits. One focused on boomers and the other discussed the differences in spending habits of boomers, Gen X, Millennials, and Gen Z. The latter article was based on data from Bank of America…

What’s the difference between a money market account and a money market fund, you ask. Aren’t they the same? The answer is “no” and, depending on your situation, you may want to use one, the other, or both. Let’s take a deeper look…

Do you want to know your options for investing to reach your long-term goals? Remember that investing is only appropriate if your living expenses are covered, your debt is under control, and you have built an emergency fund. After that it may be time…

I recently agreed to be a guest on a podcast. Although repeatedly encouraged to do podcasts by my marketing manager, up to this point I have resisted. Why? It’s very simple: Fear! There have been times in my past when I felt that I did not respond…

I recently read an article posted by Business Insider entitled, “Gen Z and millennial workers feel confused, irritated, and left out by endless ‘workplace jargon’ in the office, LinkedIn research shows.” I know from experience that this is true…

With turmoil in the financial world – inflation, bank bankruptcies, recession concerns, etc. – you may have reached the point that you want to check in with a professional advisor. If nothing else, it may calm any anxiety about your future…

Will you be 60, 61, 62, or 63 in 2025? Are you still employed and contributing to your company retirement plan? Then start planning now for the added contribution you may make starting in 2025. You may be aware that under current law, employees…

How our world can change overnight! Unless you have been backpacking in the wilderness, on a retreat, or have given up social media, tv, cable, radio, and newspapers, you must have heard or read about the disasters that struck the financial industry last week…

Did you know that every March is National Women’s History Month? Its honorary observance was designated by Congress in 1987. The month is dedicated to honor the contributions and achievements of women to our country…

Do you expect to be the beneficiary of an IRA or retirement plan? Maybe you are in the process of a review of your IRA or retirement plan beneficiaries and want to make good decisions based on current legislation. The rules changed with both the 2019 SECURE Act…