Changing Unhealthy Behaviors

Reporting to Protect Seniors From Financial Abuse July 5th, 2016 marked the passing of The Senior Safe Act of 2016.

Do You Need Long-Term Care Insurance? As Baby Boomers age, one of the planning decisions that needs to be made is how to go about providing for their long-term care needs.

Mental Accounting: Help or Hindrance? Mental Accounting attempts to describe the process where people code, categorize, and evaluate economic outcomes for their money.

What Impact Does Working Have on My Social Security Benefits? There is a lot of confusion about the impact of working on those who are taking their Social Security benefits. Here are a few things to know.

Reasons to Avoid 401(k) Loans Many 401(k) plans offer the option to take a loan against a portion of your 401(k) balance.

How to Succeed in a Failing Stock Market The start of 2016 has not been a good one for investors to say the least. Through the middle of January, the swift, sharp decline was the worst start to a new year ever.

The Fiduciary Standard In the investment world, there are two different standards that Investment Advisors and Broker Dealers must follow.

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings.

Sandwiched Have you heard of the ‘sandwich generation’? The definition of Sandwich Generation is ‘a generation of people who care for their aging parents while supporting their own children’ (Wikipedia).

Welcome Chip Cards Last month (October 1, 2015) marked the date that retailers will now be held responsible for fraudulent charges that occur at their point of sale terminals if ‘chip technology’ was used during the purchase.

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K.

Fueling Financial Errors Finance in general has been based on rational and logical theories, and for the most part tends to be somewhat ‘predictable’.