There’s nothing like an economic crisis to inspire you to reevaluate how you’re spending money. Don’t waste this crisis. If you make some choices now, you can position yourself to come out financially stronger
One of the biggest changes you’ll make in retirement is leaving your home for a retirement community. There’s so much that goes into a move like that emotionally and it can be hard to make a
Financial literacy. We’re not born with it – but it can be taught
Social distancing is giving us all a new normal. Rather than dwell on the downside, we prefer to focus on the possibilities.
A century ago, women in America gained a voice in our political system. A lot has changed since 1920.
Retirement is a major life goal. It can also be scary. Especially if much of your identity is connected to your job. Traci Richmond, CDFA™ explains a few smart moves you can make now, to set
New legislation is rewriting the old rules for retirement. From small business tax incentives to raising the RMD (Required Minimum Distribution) age, Traci explains how the SECURE Act could impact you.
You’ve dreamed about it. Planned for it. Spent decades saving for it. But what if you retire and realize you’re just not happy? It’s a dilemma many are reluctant to admit, no less talk about. Now,
Are you worried about cybersecurity? If you’re not, you should be.
Many of our clients have the sandwich responsibility. They’re providing care for their own kids and their parents as well. When they ask me what I see as a concern for their folks or in-laws, I
