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We help individuals and families pursue their ideal retirements.

How The Pandemic Is Affecting The Real Estate Market

June 29, 2020

Research has found that over a 150-year period (1870 to 2015), owning a home has proved to be one of the most stable and secure holdings compared to other types…

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What Might Be Next- Inflation or Deflation?

June 22, 2020

Consumer prices fell by 0.8% on a seasonally adjusted basis in April, the biggest drop in more than a dozen years, the Bureau of Labor Statistics reported. Conversely, prices for…

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The Pandemic’s Financial Toll on Women

June 15, 2020

In April alone, the U.S. lost more than 20 million jobs — increasing the unemployment rate to 14.7%. Researchers say one of the demographics hit hardest during the pandemic is…

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Are The Stock Market And The Economy Out Of Sync?

June 8, 2020

In normal times, the stock market is often a reflection of the economy. But these are not normal times. Even though April was marked by a global shutdown of businesses,…

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The Perks and Pitfalls of Self-Employment

June 2, 2020

Sole proprietors in the U.S. caught a huge break in April. The Paycheck Protection Program, borne out of the economic hardship caused by the COVID-19 pandemic, became available to solo…

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Gender Dynamics: Pre- and Post-Pandemic

May 25, 2020

In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more…

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How To Deal With Financial Stress

May 18, 2020

A recent survey by the National Endowment for Financial Education found that almost 90% of Americans were feeling anxious about their money situation.1 39% were worried about job security 48%…

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Why Sequence Of Returns Is Important

May 11, 2020

The research firm Spectrem Group estimated that at the end of 2019 there were 11 million millionaires in the U.S. By the end of the first quarter in 2020, that…

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What Does National Stimulus Relief Mean To You?

May 4, 2020

On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief…

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Takeaways From Warren Buffet’s Annual Shareholders Letter

April 27, 2020

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1 The above quote is one of the ideas Warren Buffett conveyed in his most…

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