Posts by Carolann

No matter your age or net worth, every adult can benefit from planning for what happens with their assets when they die. There are many components involved, and it can…

John, Matthew and I recently attended an investment conference together. There were many presentations and discussions related to the stock market, the economy, and, of course, the upcoming elections. .…

Knowing you have a regular and consistent source of income waiting for you in retirement can help create confidence and make it easier to make the jump from employee to…

On May 17th, the Dow Jones hit 40,000 for the first time. I don’t know about you, but whenever the Dow hits a milestone like this, it makes me feel…

Summer is a popular time to take off on a vacation. The more you plan ahead of time, the more likely you’ll be able to enjoy yourself while you’re gone…

In 27 years as a financial advisor, I’ve witnessed a lot of investment fads in which there comes a moment when many investors begin asking, “Why in the world do…

On a daily basis, how much time do you spend managing your money? If you’re like most of us––probably less than 2 minutes, or no time at all.1 It’s understandable.…

n retirement, many people opt for a change of scenery. Whether it’s a beach condo, a mountain cabin or a bustling city apartment, they embrace change and are on the…

Retirement is a major life milestone that brings both excitement and challenges. If you’re approaching retirement, it’s natural to have questions and uncertainties about this new chapter. Who better to…

I don’t know about you, but the older I get, the more I’m tempted to wish that things would stay the way they are…or even that things would return to…