The second part of our Financial Empowerment series is geared towards basic investment education. What is a stock? What is a bond? What about mutual funds, ETFs
We now rely on the internet for almost everything. Whether it’s keeping in touch with family on Facebook or buying a book on Amazon, our personal lives are on
For those of you out there sending your children off to college for the first time or the last, saying goodbye never gets easier and paying the bills isn’t
In our last blog entry we introduced readers to “financial archetypes,” the concept that different people think about and prioritize money in different ways
This blog entry will be the first in a series based on our popular Financial Empowerment course taught through the Christopher Wren Association at the College
This blog entry will be the first in a series based on the popular Financial Empowerment course we teach with the Christopher Wren Association. Although we will
Now that the Department of Labor's somewhat controversial Fiduciary Rule is in effect (as of June 9, 2017), we thought it prudent to provide an update on where
Throughout our lives, we look forward to milestones representing new opportunities or stages of life. Retirement is no different. The IRS and Social Security
“One cannot think well, love well, sleep well, if one has not dined well.” – Virginia Woolf
I don't like to be preachy but, when it comes to matters of money
It's easy to get caught up in day-to-day life - there's a lot going on! Work, emails, kids, dogs, Facebook, smartphones... we are more connected than ever
Today’s retirees face a whole new set of financial challenges. Thanks to improvements in medical technology and increased life expectancies, about half of
Life insurance policies may not be appropriate for everyone, but they are an important tool in our toolbox. Certainly anyone with a family to protect has spent
