Blog

For a variety of reasons, many women already feel they are behind when it comes to being financially prepared for retirement. There are many ways their financial lives can be thrown off-track during their working years that can affect their retirement security.

Before 2023, we hadn’t experienced a bank failure since 2020, during the Covid pandemic, so this might make you wonder just what in the heck is going on with these banks? And how can I possibly protect my money if even our banks can fail?

ESG stands for Environmental, Social and Governance and refers to the three key factors when measuring the sustainability and ethical impact of an investment in a business or company.

A growing number of individual investors are also starting to evaluate companies using ESG criteria to screen their own investments as a way to support their personal social agenda.

While I understand the simplicity of having a savings number that you’re striving for, but this can’t be your only savings goal. Once you stop working, that paycheck stops coming in and you need to rely on your savings to produce the income you need to live.


It’s 2024 – yes, already – which means it’s “that” time of year again. And by “that”, I mean the time when millions of Americans perform the sometimes anticipated, sometimes dreaded task of setting New Year’s resolutions in an effort to better ourselves in the coming year.

With major economic indicators such as the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite indices jumping all over the place in recent years, many investors are still on edge and anxiously hoping that a recession is not lurking just around the corner. I am regularly asked if I believe we are in for a recession in 2024, so I want to take our time this week to look at some of the factors that often predate a recession and what tomorrow may hold for the markets.