A Market to Be Thankful For

Could 2013 end up being the best year for stocks since 1995? In financial terms, 2013 has been a very nice year – a year in which the economy, the housing and business sectors and the stock market have all improved. Looking back over the year to date, it is particularly amazing to see how… 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. How different things are today! The good news is that life expectancy for women – as measured by the Centers for Disease Control – is now… Read More


  Save for retirement consistently, regardless of how the market behaves.  There is seldom a dull moment on Wall Street. Stocks may rise or fall dramatically over the course of a year or a decade. Sometimes, breaking news may tempt you to pull money out of your 401(k) or greatly reduce your contributions. If you’re… Read More

A Debt Deal Emerges

The fix is merely short-term, but it is certainly welcome. A bipartisan deal emerges from the Senate. After weeks of contention, a bill to reopen the bulk of the federal government and avert an unprecedented U.S. default appears headed toward President Obama’s desk. Senate Democrats and Republicans reached an accord on October 16, and as… Read More

Getting It All Together for Retirement

Where is everything? Time to organize and centralize your documents. Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love. It could be a password-protected online vault; it could be a file cabinet; it could be a file folder. Regardless of what… Read More

Dividend Reinvestment & Compound Interest

Their combined power must be recognized & appreciated. Why reroute dividends back into your investments? Isn’t taking the income the preferred outcome when a dividend is produced? Some retirees and pre-retirees are eager for dividend income in periods of low interest rates. Even so, the choice to buy more shares has merit for the long… Read More