No one could have predicted with certainty how quickly the COVID-19 pandemic would change the lives of so many around the world. Fear of infection, stay-at-home orders and a rallying cry to help “flatten the curve” have drastically changed how people behave in their daily lives.  In the face of so much uncertainty, the need…

For most of us, the reality of growing older means that medial issues will likely become a more common concern. As a result, health care can become a prominent expense in retirement. Medicare typically serves as the foundation of your health insurance later in life as it starts at age 65. If you retire prior…

Owning a home is an important life goal for many Americans. Yet buying a home is not always the best financial decision for everyone. In some life situations, renting is a more prudent choice. If you or your loved ones are contemplating the buy-or-rent decision, consider these questions to inform your next move. How likely…

When the warm weather finally hits, most of us get bit by the spring-cleaning bug. Our to-do lists often include cleaning out our garages, basements and closets. But this year, it might be time to add another section to the list: finances. Whether you just need to reorganize or do a thorough cleansing, this to-do…

Retirement is an important milestone that often comes after years (or decades) of careful planning. But even the most seasoned planners couldn’t have foreseen the severe market selloff that happened in March in reaction to the COVID-19 pandemic. The abrupt end to the 10-year bull market surprised investors of all ages who are now wondering…