Retirement Quality of Life

Financial Fraudsters Preying on Boomers & Elders

Financially Secure Women Need to be Especially Careful If something sounds too good to be true, it probably is. If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth sometimes leads liars, scammers, and fraudsters to pitch any number

Read More »

Are Changes Ahead for Retirement Accounts?

A bill now in Congress proposes to alter some longstanding rules. Most Americans are not saving enough for retirement, despite ongoing encouragement to do so (and recurring warnings about what may happen if they do not). This year, lawmakers are also addressing this problem, with a bill proposing big changes to IRAs and workplace retirement

Read More »

How New Tax Laws Affect Small Businesses

The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or held closely, you must recognize how the recent adjustments to the Internal Revenue Code can potentially affect you and your workers.

Read More »

What Women Shouldn’t Retire Without

A Practical Financial Checklist for the Future When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these projections, it appears that a retirement of 20 years

Read More »

Are Entertainment Expenses Still Deductible?

Yes, but only in certain contexts. You may have heard that the Tax Cuts & Jobs Act eliminated nearly all possibilities to write off business entertainment expenses. That is not quite true. You may be able to claim a deduction for such expenses today, but it depends on who you are entertaining. Regardless of who

Read More »

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man. What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group.

Read More »

Preparing to Sell Your Business

Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to getting the outcome you want. You must prepare your firm for the transition – and you must be prepared as

Read More »

Bag Lady Syndrome

You must avoid it. Think about tomorrow, not just today. No woman wants to end up a “bag lady” – impoverished, out of options, left to fend for herself on the streets. Only a tiny percentage of women from affluent households will experience this retirement nightmare, but that does not mean the risk should be

Read More »

Being a Financial Caregiver to Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

Read More »

Do You Qualify?

To learn more about the professional history of our financial advisors, visit

FINRA’s BrokerCheck