Feb 22, 2022
It is the speakeasy of the retirement funding landscape. Few people know about this technique, but those who are “in the know” can take advantage of this mechanism to boost their retirement savings. A fee-only financial advisor can help you navigate these murky waters...
Jan 27, 2022
At age 59, I finally consider myself a pretty balanced person. But this hasn’t always been the case – just ask my family. Working on a trading floor is not something a “balanced” person would choose to do. I worked both on Wall Street and in London for...
Dec 21, 2021
If you do one thing by the end of the year, do this. Update the beneficiaries on your financial accounts. Think about the life changes you may have had during the past 12 months: birth, death, divorce, marriage. The landscape of the people around...
Nov 23, 2021
Will 2022 mark the end of the bond market’s 40-year run? As always, we don’t have the answer to the future. But we do have a view. And we do know this has been one of the greatest bull markets on record. And we do have suggested next steps. A LITTLE...
Sep 17, 2021
My mom taught me about the power of a women’s network. Mom stayed at home to raise her family. But she was extremely active in her community. She participated in a host of women’s groups, from the garden club to the Junior League. And she also taught me...
Aug 24, 2021
DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN. -Kendalle Stock, Commonwealth Medicare Advisors I have been working in the insurance business since 1985, assisting clients with many types of insurance and now solely focusing on supporting clients navigate...
