When Early Retirement Doesn't Meet Your Expectations At age 54, Jeanne Thompson was the perfect candidate for early retirement. She had the motivation: a demanding job that had left her feeling burned out. She had the financial wherewithal: a buyout offer [...]
Harness the Power of Patterns with Thematic Investing If you’re always searching for the next great thing, thematic investing might be up your alley. But what exactly is thematic investing? Thematic investing involves building an investment portfolio around a specific theme, [...]
It had to happen sooner or later The repayment of federal student loans, which have been on hold for over three years due to the pandemic, is set to resume within a few months. Now, millions of borrowers are grappling with [...]
Ready for anything? Most of us have, at one point or another, relied on an emergency fund to get out of a jam. You might feel you could get by without one, but as a financial advisor, I insist that emergency [...]
What’s that? I can’t hear you… Today, I’m asking you to speak up! Not because I can’t actually hear you, of course, but because learning how to speak up for yourself can save you a lot of headaches and money down [...]
What You Will Miss Most About Your Career — And It's Not the Work Since 1938, researchers at Harvard University have continued a long-term study about what makes people happy. They began by gathering health records at two-year intervals from 724 [...]
Recession on the Horizon? Be Prepared, Not Scared If you’ve read news headlines lately, there’s a lot of doom and gloom about a potential economic recession, despite some positive financial headlines. So have you been concerned about your finances if a [...]
Tipflation: the new scourge It seems like everywhere you go, it’s a tip shakedown. Picking up your food at a restaurant used to be a safe bet if you wanted to avoid tipping, but not anymore. Now it’s almost a given [...]
Rising to the Challenge of Inflation Inflation has been a hot topic lately, with prices having risen by an average of almost 5% in 2023. This reality has left many feeling the pinch. However, I want to assure you that there are measures [...]
Passive income - not passé income It’s always exciting to discuss ways to boost your earnings, especially when we’re talking about income you can collect without doing a lot! There are numerous ways to create passive income, some of which may [...]
