Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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Are you ever faced with the desire for new experiences or a wish to test out new skills? What do you think of when these thoughts come to mind? “Oh no, not me. That is...
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I started a mindfulness routine last year. I was hesitant to try it out and always thought that meditation and mindfulness were a bit “woo-woo.” Now that I’ve been practicing for a year, I swear...
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Over the last fifty years, there have been seven recessions. Each was different. In some, the drop in economic activity, as measured by the Gross Domestic Product (GDP), was small. For example, during the 1969...
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The beginning of August has been fraught with renewed stock market volatility. It is difficult to draw useful conclusions based on such a short period of time, as financial markets have a habit of behaving...
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Almost everyone can think of a relative or close friend who has a family member with a disability, mental health condition or addiction. Disabilities alone capture many individuals with learning or developmental issues, a physical...
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A premier book on investing written over twenty years ago is “Winning the Loser’s Game” by Charles Ellis. Linking sports with investing, Ellis notes that while top tennis players win by making brilliant shots, most...
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Everyone likes a good old-fashioned April Fool’s joke. But what if the joke’s on us? The philosopher Ludwig Wittgenstein once said that nothing is as difficult for people as not deceiving themselves. But while we...
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In my previous blogs, I’ve described the divorce process from a timeline point of view: considering divorce, legal choices and the financial steps in divorce. Now let’s focus on an area where one or both...
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Just like physical health, improving someone’s financial health requires diagnosis, development of the appropriate course of action, and sticking with the treatment plan. David R. Jones from Dimensional Fund Advisors expands this analogy in DFA’s...
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