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We help individuals and families pursue their ideal retirements.

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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Health Care Woes Predicted Long Ago

April 20, 2020

“The federal pandemic influenza plan and public health experts predict that should the H5N1 influenza virus mutate in such a way that human-to-human transmission can easily occur, approximately 30 percent…

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Breaking Down The Recent Jargon Of The Market

April 13, 2020

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due…

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Affordable Housing Crisis Challenges

April 6, 2020

There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing,…

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The Future of Transportation

March 30, 2020

The United States is a very large, land-mass country. Yet, it offers few options in terms of coast-to-coast mass public transit, particularly compared to other developed countries. Europe’s countries tend…

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