Posts by Carolann
Life Beyond the Paycheck
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…
Read MoreFrom the Founder: Where Do The Markets Go From Here?
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…
Read MoreOn the Road Again
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…
Read MoreFrom The Founder: Why Am I Not Getting the Return of the S&P 500?
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…
Read MorePlanting Fresh Habits this Spring
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.…
Read MoreHome Sweet Home: Is Renting the New Owning?
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…
Read MoreRetirement Advice from Those Who’ve Been There
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…
Read MoreFrom The Founder: The Only Constant is Change
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…
Read MoreF+: Most Americans Fail to Make the Financial Grade
April is Financial Literacy Month, making it the perfect time to examine our financial knowledge base, starting with the basic question: What does it mean to be financially literate? It’s…
Read MoreMoney and Memory
While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. We’ve all had them:…
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