Category Archives: Money & Finance

Concept # 1 in putting a financial house in order is to start now, and this summer could be a great opportunity for you to help shepherd children or g... Read More

Our collective ritual of “spring cleaning” often happens because we didn’t take care of chores during the winter, fall or maybe even last summer... Read More

It may come as a surprise that I believe in taking an “agnostic” approach when it comes to financial planning. That word has nothing to do with my... Read More

Now that the holiday hustle has subsided and, while our New Year’s resolutions are still at least partially intact, we have the specter of Income Ta... Read More

I always like to go to the gym during the first week of January just to see how many new people are there. The results are never disappointing; yo... Read More

From longer life spans to gender-based premiums, a variety of factors can cause women's medical bills to rise in retirement. These strategies may help... Read More

[caption id="attachment_4814" align="alignleft" width="300"] Merrill Lynch client, Azmina Shamji-Kanji invested the profits from her first business to... Read More

If you are a grandparent, then you have adult children who have kids.   As much as you probably love your grandchildren, do you really want to raise... Read More

Most of us with grandchildren love spoiling them with gifts. I know I do. Unfortunately, the government puts limitations on how much we can give our c... Read More

Annuities Aren't Sexy But...They Can Help Meet Retirement Goals: A key concern of many retirees is ensuring that they don’t outlive their wealth. O... Read More

A comfortable and secure retirement is every worker’s dream, yet for many people, thinking about it can be overwhelming. Retirement is a goal to be ... Read More

They say men are from Mars and women are from Venus, but is this true when it comes to estate planning? Absolutely. And because women often find thems... Read More