After a difficult start to 2022, February has certainly been a challenging month and the markets (S&P 500) have officially entered “correction” territory with Russia’s invasion of Ukraine. A correction is defined as a drop of 10% from its peak and is far from...
Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the...
As you finalize estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs. You’ve achieved a level of financial success that allows you to share your wealth with the ones you love....
It’s natural to avoid loss, but sitting on the sidelines out of fear might lead to missed financial goals. As the name implies, loss aversion is our instinct to not just prefer a gain over a loss but to prioritize avoiding losses over almost anything. It might sound...
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution. Not everyone needs a professional in their corner come tax season. For some, tax software might do, perhaps followed by a professional review. But for those contending with...
“A staple in our household, we usually serve this as an appetizer and it’s great for parties (communion, baptism, birthday, winter comfort food). Our tradition does not include any meat, but it can be made with ground veal, etc.” – Sophia...
