Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other ta...

While preparing to write my first blog, I was reminded of my time in college and how I would hope a lecture would be done earlier than the time allotted and not go over time. With that in mind, I want to keep the blog post concise but still provide you with all the nece...

Every year, we get a lot of questions about Medicare open enrollment and who is eligible to make changes to their coverage.  Below is a guide to help you navigate some of the questions we are frequently asked. When is Medicare open enrollment for 2021 coverage? The ...

How did the market do today? Whether it’s NPR, the Wall Street Journal or small talk with your neighbor, most conversations about the stock market and economy inevitably reference either the Dow, NASDAQ or S&P 500. But are they appropriate measurements? What do they actually track? And most import...

This year has been a painful reminder to always plan for the unexpected. As it relates to personal finances, one could use this lesson to revisit the riskiness of their investments (i.e. stock vs bonds), the amount of cash set aside for emergencies or tweak the month...