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(from Erin McDowell’s 9/3/2019 Business Insider article. Click here for the original post. Erin is a junior reporter on the Insider Inc. distribution team covering food, lifestyle, careers, finance, etc. Find out more about Erin here or on LinkedIn.) There's been a...read more
My husband and I were recently in Raipur, India for our son’s wedding, followed by a few days visiting our daughter-in-law’s friends and family in Mumbai. The entire trip was an eye-opening experience and gave us an opportunity to see a country that makes up 12% of...read more
Last Friday, January 31, 2020, we finally reached Brexit day. The United Kingdom (UK) formally severed its relationship with the European Union (EU) after more than three years of contentious debate and negotiation since the June 23, 2016 referendum. If you looked no...read more
My husband and I bought our home nearly three years ago, and I still remember the first day we went to tour the house, we were ecstatic. My husband’s cousins lived next door at the time and told us that their neighbors were looking to sell and rather quickly. We later...read more
(From Dimensional Fund Advisors LP. Also available at https://us.dimensional.com/perspectives/tuning-out-the-noise) For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as...read more
I grew up in my hometown surrounded by people who looked like me, with little variety in race or religion, and I met and fell in love with my husband at our church’s youth group where both our families attended. Next week my husband and I will fly to India for our...read more
As many might have missed in the last few weeks of 2019, Congress and the White House avoided a government shutdown by passing some substantial spending bills. Part of that package included the SECURE Act or “Setting Every Community Up for Retirement Enhancement”, a...read more
It’s the year 2020! I don’t know if I’ll ever get used to saying that. If the title of this blog made you think I was going to give stock market predictions for the year, not quite, I didn’t get my crystal ball for Christmas, so I’m not sure what fun things will be...read more
Last Friday the 13th I turned 60 years old. I realize most women go to great lengths to hide their age in our youth-obsessed society, but if we continue to act as though getting older is something to be ashamed of, attitudes about aging will never change. So here I...read more
Pets regularly come up in discussions with clients. They are part of our family and, as such, can impact the family budget as well as long-term goals. When conducting client Discovery meetings, we include questions about pets to help gauge what that potential impact...read more
Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!