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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For Americans contemplating retirement, the future cost of health care continues to be a significant uncertainty. While healthcare inflation has decreased since the early 2000s, medical cost increases still outpace general inflation. Experts believe that...
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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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Congratulations! Mazel Tov! Your son or daughter is getting married. Your family is growing. Hopefully, with the help of your financial advisor, you have already been planning for the big day. A lot has changed...
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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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“This year, I’m going to get organized!” As New Year’s resolutions go, getting organized ranks third, right after losing weight and exercising more. There is no shortage of books, articles, kits, software, and consultants to...
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Volatility has returned to financial markets this year and for investors focused on the long-term, this is good news. Market volatility provides two opportunities to add value to portfolios. Buy low One way to benefit...
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