Money

Reckoning or Recalibrating: Find Out Why ESG is Here to Stay

Reckoning or Recalibrating: Find Out Why ESG is Here to Stay

When Ann, our administrative assistant, forwarded a message from ABC’s Good Morning ...
The Backdoor Roth IRA – Is it for me? Is it legal?

The Backdoor Roth IRA – Is it for me? Is it legal?

It is the speakeasy of the retirement funding landscape. Few people know about this ...
3 Reasons Why You Should Update Your Beneficiaries Today

3 Reasons Why You Should Update Your Beneficiaries Today

If you do one thing by the end of the year, do this. ...
A Little Bond History Goes a Long Way – Inflation and Interest Rates

A Little Bond History Goes a Long Way – Inflation and Interest Rates

Will 2022 mark the end of the bond market’s 40-year run?   As always, we ...
Women & Money – Why It Matters & What You Can Do

Women & Money – Why It Matters & What You Can Do

My mom taught me about the power of a women’s network.   Mom stayed at home ...
A Smattering of Medicare Tripwires, and Some Alphabet Soup

A Smattering of Medicare Tripwires, and Some Alphabet Soup

DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN. -Kendalle Stock, ...
To Everything There is a Season – Even the Market

To Everything There is a Season – Even the Market

Market seasonality refers to particular time frames when ...
5 Things to Know about Virginia529’s new Tuition Track Portfolio

5 Things to Know about Virginia529’s new Tuition Track Portfolio

Saving and investing for college has a new option for Virginia residents. It’s ...
Getting a Grasp on Bonds – and What It Means To Your Investments

Getting a Grasp on Bonds – and What It Means To Your Investments

If you think the stock market is complex, wait until you learn about the bond ...
Women & Money: 5 Strategies for Building your Money Mindset Muscle

Women & Money: 5 Strategies for Building your Money Mindset Muscle

Women want to make a positive impact on our communities. Many of us are solid ...
The Fear & Greed of GameStop

The Fear & Greed of GameStop

Let’s assume that fifteen minutes of vigorous exercise daily adds three years to ...
Let’s Get Real About Real Estate

Let’s Get Real About Real Estate

We may be in the middle of a cold winter, but the housing market is hot hot hot. ...