I recently heard a comedian say that the idea of summer vacation spoils our thinking forever. It’s true – as an adult, you are always disappointed in the idea you have to work during summer, even though it was such…
It’s August, and thoughts often turn to back-to-school. Whatever that looks like. For those of us with students at home (and at home, and at home, and at home) or in college (also, possibly at home, darn it), paying tuition…
The financial services industry has for years been collectively handwringing about how to measure clients’ real feelings about stock market volatility. The problem starts with the language we use. It continues with the overconfidence of people when markets are good.…
Tens of millions of Americans have filed for unemployment since March. Everyone from optometrists to octopi at the local aquarium have seen demand drop for their services as people stay home to stay safe. If you need income while your…
Welcome to summertime during a pandemic! Chances are you are feeling stretched financially, your kids are bored with no camps to attend, you have to download an app to go to the ice cream store, and your neighborhood pool might…
Some people really want to retire. Umbrella drinks on the beach, unlimited time to knit, tee times during non-peak hours, and never skiing on a weekend again. Sounds great, right? Not for everyone. More and more, clients tell me…
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