Stay informed with expert insights from our team.

Weekly unemployment claims are declining, but the number of new claims still topped 400,000 last week and many Americans remain concerned about losing their ...

My family has been enjoying John Krasinski’s “Some Good News” (available on YouTube) during the shutdown. Krasinski’s regular installments of good news has b...

Interest rates are once again near all time lows and it may be worth considering a refinance of your home mortgage. Before you call your mortgage broker or b...

Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had sold when the market r...

With the stock market down due to the present COVID-19 crisis, it’s a great time to consider a Roth conversion if you have assets in a traditional IRA (where...

Even as the number of new cases and deaths from Covid-19 continue to rise globally, the stock market is beginning a comeback. Indeed the S&P 500 has risen 2...

In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have not already filed you...

As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has been passed by the H...

We have seen exceptional market volatility during the past few weeks as stocks have fallen quickly, risen quickly and then reversed course to fall once again...

Whether you are new to investing or already have holdings in mutual funds, you may not fully understand what exactly mutual funds are, how they work, or how ...

On February 1st, in the early days of the Corona virus (now the more specific Covid-19) outbreak, we noted that historical outbreaks had resulted in fear-bas...

When the unthinkable happens and one spouse dies, Social Security provides a benefit, commonly referred to as the widow’s benefit, to the survivor. Why is t...

Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go further. After all,...

I love the idea of annuities. Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from their money and take ...

As of January 1, 2020 the “Setting Every Community Up for Retirement Enhancement” (“SECURE”) ACT became law, ushering in some of the most significant changes...

By almost every measure 2019 was an exceptional year. Not only did the stock market in the U.S. and globally have their best year since 2013, bonds also ral...

December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving strategies require action b...

It has been an exceptional year for stocks and the S&P 500 is hitting new highs. The rally continues to be broad, with all the S&P 500 sectors but energy po...

As we move into the holiday season families across the country will come together – and refuse to talk about money. Admittedly, talking about finances and e...

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate, and is showing promisi...