Information security is a constant battle when there are criminals waiting to take advantage of you and scam you. So while it's easy and it would make sense to shorten the year 2020 to simply "20" when signing paperwork, it's best to protect yourself by writing out...

Social Security is a major source of lifetime retirement income for most Americans. As you near retirement, determining when to claim your social security benefit is one of the biggest financial decisions you need to make. Watch this 3-minute video to help you...

Many people are interested in socially responsible investing, also called sustainable, responsible, and impact investing, or SRI Investing. This type of investing lets people put their money into companies and/or industries that align with their personal values and...

As the new year approaches, our thoughts often turn to where we are and where we're going. Does your financial plan need fine-tuning? Check out this brief video.

I have been cooking the Thanksgiving turkey for the good part of twenty plus years. Even when Thanksgiving is not at my house. Why? The turkey is fantastic! I have Alton Brown to thank.  Here is his recipe. The secret is in the brining. Not up for brining? Marketing...

Women have more opportunities today to pursue financial success than ever before. yet on their path to financial independence, women often face obstacles that their male counterparts don't. Let's look at some of these challenges and tips to overcome them in this short...

Chances are, your retirement income will come from a variety of sources, which will need to be thoughtfully and carefully combined, like pieces of a puzzle. Let's take a look at the more common pieces in this 3 minute video.

You’ve worked hard to provide for the ones you love. Make sure you can protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.

Budgeting is the key to your child’s financial stability. This brief video will help guide and motivate your child (or yourself!) to get started on developing a budget today.

There are many types of trusts that can provide financial advantages for you and your family. Some offer control of how and when your assets will be distributed to your heirs. Others create tax efficiences by positioning assets outside of your taxable estate. An ILIT...