Investors often switch advisors during a market downturn because they are disappointed in their return on investment and believe that they could do better elsewhere.  But research shows that staying invested – rather than liquidating your portfolio and starting all over again – is necessary to achieve the long-term performance that is required to support your retirement goals.  Sounds like a pretty clear case of FOMO to me. 

I am often invited to deliver seminars/webinars to corporate groups.  Some call them “Lunch and Learns” others request half-day workshops.  The feedback from participants has always supported this article’s thesis: that “the tangible impact on employees of financial education can be life-changing”. 

Financial resilience is the most-important thing that I can impart to a client.  Over time, that resilience can come in the form of protection against risk, coaching through market downfalls and tax-efficient harvesting of accumulated wealth. 

The core of my work as a financial planner has never been to show you dramatic projections of the amount of tax you will save or the legacy that you can leave to your children.

Projecting the costs of goods and services is one of the most critical pieces to understanding the lifestyle that your wealth can support. This article discusses a trend that is important to keep in mind in light of the attention recently paid to inflation numbers.

The June edition of the UPotential webinar series entitled “Marriage Vows, Instead of Money Woes” discussed some of the reasons why money breaks up so many relationships and offers some suggestions to help couples establish a good money partnership or repair a poor one.

One of the strategies that we focus on in our retirement planning engagement is tax-efficient harvesting. This article discusses some of these strategies in broad strokes.

If you are anything like me, springtime’s warmer weather brings with it a renewed optimism about our physical surroundings. “Spring cleaning” helps us to dust away the soot and the cobwebs that accumulate during winter’s hibernation and rejuvenate us for the precious summer months ahead.

Unlike most recessions, the pandemic has targeted industries dominated by women. In a world where a gender-based wage gap still exists, the statistics presented in this article also foreshadow a leaner retirement for women.

I have been working with clients preparing for, undergoing and recovering from divorce and separation throughout my career. Most approach the decision to change their family structure with fear and sadness…