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An Often Overlooked Asset

When I meet with clients and offer to review their 401(k) allocations and contribution rates, I often get the impression that the importance of this asset is lost.  As pensions have gone the way of the dinosaur, it is more critical than ever to ensure you are taking...

Why Wealth Can Be Fleeting

The recent announcement of P&G’s decision to lay off 5,700 workers reminded me how vulnerable financial security can be.  Even though our economy is recovering, many people are still afraid of losing their jobs.  In January, my sister learned her company is laying...

The Benefit of Perspective

It’s official. I’m getting older. I blew my right knee out 2 weeks ago at the gym and have to have surgery to repair it, and I‘ve caught myself saying things like ‘back when we were kids….’ But there’s an upside to getting older too. My husband and I enjoy...

The Price of Procrastination

This week’s blog is inspired by our political leadership since I can’t seem to go anywhere without being reminded of the ticking clock in Washington. Once again, by putting off a decision until the last possible minute, its impact on all of us will be much greater...

Do You Know Who Will Inherit Your Money?

When you start a new retirement plan at work or roll your money into an IRA account you will not only need to decide what investments to buy, but you also need to name a beneficiary for your account. If there is not a beneficiary named, your account will be...