Would you be interested in an investment that pays a guaranteed 33% return for a minimum term of 20 years? Then we have a pitch for you:...

We've written many times that we view insurance as a transfer of risk. Thanks to the changes wrought by the pandemic (and just as a good...

This new year brings us a large number of changes to the laws around savings accounts like IRAs. Here are a few of the most pertinent...

December 2022 If you haven’t looked at how your cash is invested recently, now is the time. We always recommend keeping some money in...

October 2022 Are you planning to leave money to charity in your estate? If so, a little strategic planning can make sure that more money...

September 2022 It’s back to school season and college loan forgiveness is in the news. If you (or your family members) are thinking about...

August 2022 Deposit insurance is a horribly dull topic -- until it isn't. In the wake of the cryptocurrency collapse, many investors who...

July 2022 Now that inflation is high, is it time to buy Treasury Inflation Protected Securities (TIPS)? Inflation is the highest it’s...

June 2022 As the stock and bond markets have turned down this year, we thought this was a good time to revisit the secrets to successful...

May 2022 Are there any good places to stash your cash right now? If you are looking for inflation-beating returns on your money, the...

April 2022 Demystified: Making College Affordable If you know a high school student, you probably know that the process of finding the...

March 2022 Many clients ask whether it's a good idea to hold on to your employer's stock. Bottom line up front: No. Both your paycheck...

February 2022 It’s February and time to start prepping for tax season. You've probably heard that the IRS is so backed up that it hasn't...

January 2022 It's a new year and everyone is making stock market predictions. This year our prediction is: the markets will fluctuate....

December 2021 Maintain a list of your credit cards and where they are stored. Credit cards are very handy but they can be a pain in the...

November 2021 We're less than sixty days from 2022, and with the typical year-end chaos set to return, the books will close on 2021 in...

October 2021 The Real cost of college? If you have children who are college-bound, it’s never too early to start thinking about paying...

September 2021 September is Life Insurance Awareness Month, so we would like to make you aware of the lone appropriate use for life...

August 2021 Using the Qualified Charitable Distribution During one's working years, the vision of retirement may seem blissfully simple....

July 2021 Fight inflation and go green this summer. Prices are rising throughout the economy. All sorts of products, or critical...