Why have interest rates gone up so much and so quickly over the past year? We discuss what you need to know about interest rates, who controls them, and what
Read More
Noticing signs of decline in our loved ones is hard, and making care decisions for them often feels even harder. This is a life role that often (not always)
Read More
Would you like to live outside the U.S. for part (or all!) of your retirement years?!
Read More
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing.
And
Read More
Do you want guaranteed return or the flexibility of safe, high-income Treasury bonds. We help you decide.
Read More
Financial advice is not just for the wealthy. The investment management and financial planning is inclusive, professional, and holistic.
Read More
Investing in the markets is a crucial aspect of living a happy and fulfilling life. Investing in friendships is too. Most #women outlive their partners. Women
Read More
Our 64-year-old client lost her husband several years ago. More recently, she is starting to lose the sense of purpose her career in social work used to
Read More
Have you ever noticed that prices seem to be going up all the time? That's inflation, and it can have a big impact on your budget and on your wealth. Maybe you
Read More
Why is money important to you? Are you seeking to feel more freedom? Flexibility? Safety? Time to do something else in your life? For many women, money and
Read More
Are we headed for a recession? We hear that question a lot lately and see three possible scenarios that could lead to an economic downturn in late 2023 or 2024
Read More
OPEC is cutting output. What it means in a nutshell: oil prices will likely go up. Why? OPEC controls a lot of the oil that is delivered to the world. They are
Read More