Everyone has heard the horror stories: From never-ending coffee runs, to day long activities of stuffing envelopes or making copies, not all internships are as glorified as they look on the job posting. As a result, it was not a surprise when one of my family’s friends recently asked me the question “Is an unpaid internship worthwhile?” read more ..read more

Whether you’re just easing out of the workforce or you’ve been in retirement for a few years now, making the right financial moves is critical. If you’re working with an advisor or taking a look at your finances yourself, one central goal during retirement is protecting your wealth from unnecessary taxes.  read more ..read more

If you have been taking a Required Minimum Distribution (RMD) every year, this year is different. RMDs have been suspended. However, what if you’ve already taken your RMD for 2020? read more ..read more

This week, one of my tenants called me at 8 pm because a carbon monoxide detector was beeping.  They tried changing the batteries but it was still going off.  Even though the heat was off so I felt there was no danger, I still felt I needed to drive over and check it out (turned out to be a hassle but the joys of rental property can be a far cry from how wonderful HGTV makes it look). read more ..read more

You’ve planned for this day for years. Retirement. It’s finally here—and so is a volatile market. Should you delay? Go to cash? Will these be the right decisions when you look back three years from now?  read more ..read more

Do you remember why you bought your house? You may have gotten married, were recently widowed, (or even went through a divorce).  Maybe you were starting a family or maybe you were downsizing.  Most likely the reason was the same for all…. It was probably because you needed a place to live, right? read more ..read more

Through much of the last few months, the focus has been on the senior class for high school students. However, as the pandemic has progressed, cancellations of SAT and ACT testing, a lack of GPA’s for spring courses and canceled extracurriculars have put an additional strain on our junior class. read more ..read more

This week’s photo is of our irises at our front steps. They have just come out this week. While not the first (the daffodils were first), they have proudly announced that summer is here. read more ..read more

What exactly is financial planning?  Isn't that just choosing good investments? Some investment folks out there may believe that it is all about the investments.  Get a high enough return and everything should just take care of itself, right? read more ..read more

With increasingly widespread salary cuts, furloughs and layoffs, can you cut or cancel contributions to your retirement plan? For some, there is little choice. For others it may be a question of trimming a payroll deduction to have a bigger paycheck. Does this temporary decision matter? There are three reasons why it does matter. read more ..read more