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
How to Triage Your Finances During a Tough Time
If you’ve had a loss of income due to the COVID-19 shutdown, you may be wondering how to protect yourself financially. We look at people’s cash flow every day, so
Help Is on the Way – Understanding the CARES Act
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs,
Staying at Home, Again.
Like almost everyone else, our family is staying home right now and physically staying away from really anyone else outside the family. I feel incredibly blessed that we moved out
Interview: Medicare Expense Planning
If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your
Aging Parents? Here’s What You Need to Know About Their Finances
One of the most difficult times in our lives are when we finally start to notice our parents are aging. Maybe you don’t see them as much as you used
What Divorced Parents Need to Know About Financial Aid
When advising divorced or separated parents on the college financial aid process (FAFSA), a number of questions come up that have answers that aren’t intuitive. In this post I will
The Trip of a Lifetime
As financial planners, we spend a lot of time talking about your vision for retirement. What would you do if you weren’t working? How will you spend your time? More
What is Return on Life™?
Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use
