“Women lack confidence in their financial decisions.” Sound familiar to you? It’s just one of the many stereotypes that have long-defined conversations about women and money. For decades, these stereotypes have conditioned us to believe that women...

When you’re in your 50s, thoughts of the need for long-term health care and what you’re going to do when you’re unable to take care of yourself may not be high on the agenda. Your 50s, on...

Have you ever considered the potentially devastating impact of taxes in retirement? Most people have not because they assume they will pay less in taxes when they retire than they do during their working years. But many...

In your 50s and beyond, you’re inching closer and closer to retirement age. You can start receiving some retirement benefits once you hit 62, and many people retire then or within a few years afterward. No matter where...

You’ve resolved to get a handle on your finances in 2019, but there are only so many hours in the day. As work speeds up and life makes other demands, all of your good intentions transform right...

After years of working at least 9-5, five days a week – if not more, depending on your role – retirement is on the horizon. Have you decided what you are going to do with all that...

By Patrick Vernon – Are you financially prepared for whatever life could throw at you? If faced with an unexpected and costly situation, would you be able to get through it? These probably aren’t questions you want...

By Sherri Snelling – As I began to research this blog article for January’s Financial Wellness Month, I came across a fact that seems serendipitous – the financial planning industry is about the same age as the...

By Hollis Colquhoun – From Holiday Reverie to New Year’s Resolution The holiday sparkle is fading away and January has arrived. Financial reality is staring you in the face and you’re probably afraid to look at your...

By Hollis Colquhoun – Money is such an elemental aspect of life and yet so intertwined with emotion and ego. Almost all of the female clients I have counseled admit they feel uncomfortable or have problems talking...

By  Jacqueline Darien – What could make your retirement plans go awry? And what strategies can help you keep your plan on track? The events of the past few years have led to many people rethinking and...

By Jacqueline Darien, CFP – Several years ago I played golf with an attorney for a large bank. As we walked along, we chatted about housing, as people in NYC are likely to do. I had sold...