Do You Really Need an Estate Plan?
As financial planners, one of the most difficult tasks we have is persuading people to do estate planning. Many assume…
Year End Tax Planning: A Few Reminders
As we approach the end of 2020, it’s a good time to take a look at your personal finances. There…
Charitable Giving: 4 Things to Know as 2020 Comes to a Close
This year has been challenging for people, no matter their means or situation. As we approach the holiday season (and…
With Election Season Heating Up, How Much Volatility Should We Prepare For?
As we head into October, with a contentious election less than five weeks away, it’s easy to see why investors…
D.C. is a Financial Standout. Are You Making the Most of Your Career?
The politics of our hometown might get more headlines, but the economics of D.C. tell a story that’s just as…
Understanding Medicare – Taking it Part by Part
Often when you are involved in or overhear a conversation about Medicare, terms like “Part A” and “Part D” make…
Trends Point to Rise of ESG Investing
Although the U.S. was not yet on lockdown as result of Covid-19, the stock markets began to sell off in…
You’ve Retired. Now What? Adjusting to the First Year of Your Retirement.
Retirement is often referred to as an event. In our most recent book, Your Next Chapter: A Woman’s Guide To A…
From Our Founder: A Woman’s Guide to Successful Retirement
Why write a book specifically for women about retirement? It’s the question my co-author, Mary R. Donahue PhD., and I…
Is the Market Recovery Rooted in Reality?
Hollywood screenwriter William Goldman famously said that “nobody knows anything” when it comes to what works in Hollywood. Despite decades of experience,…
Spotlight on Women: In Business and Beyond
Gender inequality in the financial industry, on both the professional and personal side, is not just a social or legal…
It’s Graduation Time, and Your 529 Plan is Ready for its Grand Entrance
The education world may be in flux, but higher learning will continue to be a priority for most families –…
The Mortgage Market’s Wild Ride: What Does it Mean for You?
It’s not standard practice to feel you need to check mortgage rates on a daily basis. But just as everything…
Machines of Loving Grace
I like to think (it has to be!) of a cybernetic ecology where we are free of our labors and…
All Of It
We lionize problem solvers. Rescue someone, and you’re their hero. Problem solvers earn accolades, headlines, and promotions. Problem solvers tend…
Future Shock
Metropolis 1927 We like to think we take things at face value. But it seems that our emotions are not…
The Survival of the Modern Portfolio
By the time he was 25 years old, Henri Vaillancourt of Greenville, New Hampshire had been on four canoe trips.…
When Information Is Cheap, Attention Becomes Expensive
In the introduction to his 2016 book “The Attention Merchants,” Tim Wu writes: As William James observed, we must reflect…