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…
The COVID crises reminds me of 9/11 in some ways. Things we never thought we’d do before (strip to nearly naked in the security line, anyone?) became second nature quickly. If you had told me 6 months ago that I’d…
This is the second in our three Rs series about coming out of 2020 with our sanity and finances intact. Today we talk about Recovery. Personal Remember that setbacks happen to everyone. If you lost your job or…
Have you ever seen someone struggling with their finances and wanted to help?
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