This year, I’ve helped more clients strategize around real estate than ever before. While some have decided to sell their homes, more have decided to take advantage of ultra-low mortgage rates and take the plunge into the real estate market …
Economic and Market Update Webinar
We all know it’s been an unprecedented year, but how have the economy and markets been affected in 2020? Please join us for a special webinar to discuss what has happened year to date and how we can prepare to
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Why I Became a Financial Advisor
While getting a master’s degree in Economics, I realized I wanted a more applied career than becoming a Ph.D. and a professor. Finance is the intersection of Economics and Psychology, and fascinates me endlessly. After completing that degree, I spent …
How to Choose Your New Health Insurance Plan at Work
It seems like every year health insurance gets more expensive, and more complicated. During the last 10 years, many employers have shifted to offering health plans that put more onus on you, the employee, to manage your costs and set …
Executive Benefits You Can Ask for in Your Next Job
Congratulations! Are you being considered for a promotion in your current company or being offered a new job? This is an exciting time. It is time to leverage this opportunity to build real wealth. Changing jobs or getting promoted is …
Three Steps to Making Smarter College Money Decisions
Why Making Smart College Money Choices Is More Complicated Now – And 3 Steps to Help
Colleges and universities abruptly closed this spring and sent students home. The impact of the coronavirus threw college life and new student admissions into …
We’re Not Ready, But It’s Happening Anyway
We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three …
Quarantine Finance Webinar – What To Do Now
UPDATE – VIDEO POSTED BELOW
It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more …
Estate Planning in the Face of COVID-19
Guest Post by Shannon P. McNulty, Esq.
As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues …
