top of page
Insights
Search
![](https://static.wixstatic.com/media/448755_4d56175656cf4e09a4e589af179ce347~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_4d56175656cf4e09a4e589af179ce347~mv2.webp)
![Financial planning tips to help reduce conflict at home](https://static.wixstatic.com/media/448755_4d56175656cf4e09a4e589af179ce347~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_4d56175656cf4e09a4e589af179ce347~mv2.webp)
Feb 18, 20201 min read
Financial planning tips to help reduce conflict at home
Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis...
![](https://static.wixstatic.com/media/448755_6ece3626a00a4bc09c02872771277161~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_6ece3626a00a4bc09c02872771277161~mv2.webp)
![Coronavirus, Global Markets and Global GDP](https://static.wixstatic.com/media/448755_6ece3626a00a4bc09c02872771277161~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_6ece3626a00a4bc09c02872771277161~mv2.webp)
Feb 12, 20201 min read
Coronavirus, Global Markets and Global GDP
On Friday, January 24, 2020 news of a second case of coronavirus in the U.S. pushed the stock market down 1% as investors scrambled for...
![](https://static.wixstatic.com/media/448755_6ece3626a00a4bc09c02872771277161~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_6ece3626a00a4bc09c02872771277161~mv2.webp)
![Coronavirus, Global Markets and Global GDP](https://static.wixstatic.com/media/448755_6ece3626a00a4bc09c02872771277161~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_6ece3626a00a4bc09c02872771277161~mv2.webp)
Feb 12, 20201 min read
Coronavirus, Global Markets and Global GDP
On Friday, January 24, 2020 news of a second case of coronavirus in the U.S. pushed the stock market down 1% as investors scrambled for...
![](https://static.wixstatic.com/media/448755_7f2b484fcb9e41d7a51bcc94a282f4e0~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_7f2b484fcb9e41d7a51bcc94a282f4e0~mv2.webp)
![Brexit: Infographic](https://static.wixstatic.com/media/448755_7f2b484fcb9e41d7a51bcc94a282f4e0~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_7f2b484fcb9e41d7a51bcc94a282f4e0~mv2.webp)
Feb 3, 20201 min read
Brexit: Infographic
1,317 days since the nation went to the polling booths and voted to leave the European Union, 'Brexit Day' is finally here. A lot has...
![](https://static.wixstatic.com/media/448755_7f2b484fcb9e41d7a51bcc94a282f4e0~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_7f2b484fcb9e41d7a51bcc94a282f4e0~mv2.webp)
![Brexit: Infographic](https://static.wixstatic.com/media/448755_7f2b484fcb9e41d7a51bcc94a282f4e0~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_7f2b484fcb9e41d7a51bcc94a282f4e0~mv2.webp)
Feb 3, 20201 min read
Brexit: Infographic
1,317 days since the nation went to the polling booths and voted to leave the European Union, 'Brexit Day' is finally here. A lot has...
![](https://static.wixstatic.com/media/448755_be0ad91a851d45589cf7e03fad20a61b~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_be0ad91a851d45589cf7e03fad20a61b~mv2.webp)
![Kobe Bryant’s Death Reminds Us All To Prepare](https://static.wixstatic.com/media/448755_be0ad91a851d45589cf7e03fad20a61b~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_be0ad91a851d45589cf7e03fad20a61b~mv2.webp)
Jan 29, 20201 min read
Kobe Bryant’s Death Reminds Us All To Prepare
The world lost one of its greatest and most accomplished basketball players on Sunday, January 26, 2020. Early in the morning, Los...
![](https://static.wixstatic.com/media/448755_be0ad91a851d45589cf7e03fad20a61b~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_be0ad91a851d45589cf7e03fad20a61b~mv2.webp)
![Kobe Bryant’s Death Reminds Us All To Prepare](https://static.wixstatic.com/media/448755_be0ad91a851d45589cf7e03fad20a61b~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_be0ad91a851d45589cf7e03fad20a61b~mv2.webp)
Jan 29, 20201 min read
Kobe Bryant’s Death Reminds Us All To Prepare
The world lost one of its greatest and most accomplished basketball players on Sunday, January 26, 2020. Early in the morning, Los...
![](https://static.wixstatic.com/media/a27d24_c56d1ef7a9564aa2ad48be86a4ea53b4~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,lg_1,q_30,blur_30,enc_auto/a27d24_c56d1ef7a9564aa2ad48be86a4ea53b4~mv2.webp)
![Ozzy, Parkinson’s & Elder Care Planning](https://static.wixstatic.com/media/a27d24_c56d1ef7a9564aa2ad48be86a4ea53b4~mv2.jpg/v1/fill/w_454,h_212,fp_0.50_0.50,q_90,enc_auto/a27d24_c56d1ef7a9564aa2ad48be86a4ea53b4~mv2.webp)
Jan 29, 20201 min read
Ozzy, Parkinson’s & Elder Care Planning
Appearing on Good Morning America with his wife Sharon, she said that "there's so many different types of Parkinson's – it's not a death...
![](https://static.wixstatic.com/media/a27d24_c56d1ef7a9564aa2ad48be86a4ea53b4~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,lg_1,q_30,blur_30,enc_auto/a27d24_c56d1ef7a9564aa2ad48be86a4ea53b4~mv2.webp)
![Ozzy, Parkinson’s & Elder Care Planning](https://static.wixstatic.com/media/a27d24_c56d1ef7a9564aa2ad48be86a4ea53b4~mv2.jpg/v1/fill/w_454,h_212,fp_0.50_0.50,q_90,enc_auto/a27d24_c56d1ef7a9564aa2ad48be86a4ea53b4~mv2.webp)
Jan 29, 20201 min read
Ozzy, Parkinson’s & Elder Care Planning
Appearing on Good Morning America with his wife Sharon, she said that "there's so many different types of Parkinson's – it's not a death...
![](https://static.wixstatic.com/media/aedf3dceccd24a0ca6c446113a3c127b.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/aedf3dceccd24a0ca6c446113a3c127b.webp)
![10 Ways the SECURE Act Can Impact Your Retirement Savings](https://static.wixstatic.com/media/aedf3dceccd24a0ca6c446113a3c127b.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/aedf3dceccd24a0ca6c446113a3c127b.webp)
Dec 23, 20191 min read
10 Ways the SECURE Act Can Impact Your Retirement Savings
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House...
![](https://static.wixstatic.com/media/aedf3dceccd24a0ca6c446113a3c127b.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/aedf3dceccd24a0ca6c446113a3c127b.webp)
![10 Ways the SECURE Act Can Impact Your Retirement Savings](https://static.wixstatic.com/media/aedf3dceccd24a0ca6c446113a3c127b.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/aedf3dceccd24a0ca6c446113a3c127b.webp)
Dec 23, 20191 min read
10 Ways the SECURE Act Can Impact Your Retirement Savings
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House...
![](https://static.wixstatic.com/media/448755_4dab96e3e5f041308201d35d289989da~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_4dab96e3e5f041308201d35d289989da~mv2.webp)
![Barbie, Baby Boomers, Careers & Retirement](https://static.wixstatic.com/media/448755_4dab96e3e5f041308201d35d289989da~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_4dab96e3e5f041308201d35d289989da~mv2.webp)
Dec 23, 20191 min read
Barbie, Baby Boomers, Careers & Retirement
Barbie was born on March 9, 1959 and in her 60 years, she has accomplished quite a lot. Barbie has had over 200 inspirational careers,...
![](https://static.wixstatic.com/media/448755_4dab96e3e5f041308201d35d289989da~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_4dab96e3e5f041308201d35d289989da~mv2.webp)
![Barbie, Baby Boomers, Careers & Retirement](https://static.wixstatic.com/media/448755_4dab96e3e5f041308201d35d289989da~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_4dab96e3e5f041308201d35d289989da~mv2.webp)
Dec 23, 20191 min read
Barbie, Baby Boomers, Careers & Retirement
Barbie was born on March 9, 1959 and in her 60 years, she has accomplished quite a lot. Barbie has had over 200 inspirational careers,...
![Don’t Miss These 6 Year-End Financial Planning Opportunities](https://static.wixstatic.com/media/448755_49df2c2b362d4453b8ff1a461141bdef~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/448755_49df2c2b362d4453b8ff1a461141bdef~mv2.webp)
Dec 11, 20194 min read
Don’t Miss These 6 Year-End Financial Planning Opportunities
Are your finances ready for the end of the year? While financial planning should occur year-round, it often becomes top of mind as the year
![Don’t Miss These 6 Year-End Financial Planning Opportunities](https://static.wixstatic.com/media/448755_49df2c2b362d4453b8ff1a461141bdef~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/448755_49df2c2b362d4453b8ff1a461141bdef~mv2.webp)
Dec 11, 20194 min read
Don’t Miss These 6 Year-End Financial Planning Opportunities
Are your finances ready for the end of the year? While financial planning should occur year-round, it often becomes top of mind as the year
![](https://static.wixstatic.com/media/448755_1fbdeddb0e9a499e9b098cfc11b1232a~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_1fbdeddb0e9a499e9b098cfc11b1232a~mv2.webp)
![What We’ll Spend in Retirement](https://static.wixstatic.com/media/448755_1fbdeddb0e9a499e9b098cfc11b1232a~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_1fbdeddb0e9a499e9b098cfc11b1232a~mv2.webp)
Nov 27, 20191 min read
What We’ll Spend in Retirement
Our ability to avoid outliving our money is, in large part, due to our expenses in retirement. Turns out, a new study reveals, we’re...
![](https://static.wixstatic.com/media/448755_1fbdeddb0e9a499e9b098cfc11b1232a~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_1fbdeddb0e9a499e9b098cfc11b1232a~mv2.webp)
![What We’ll Spend in Retirement](https://static.wixstatic.com/media/448755_1fbdeddb0e9a499e9b098cfc11b1232a~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_1fbdeddb0e9a499e9b098cfc11b1232a~mv2.webp)
Nov 27, 20191 min read
What We’ll Spend in Retirement
Our ability to avoid outliving our money is, in large part, due to our expenses in retirement. Turns out, a new study reveals, we’re...
![](https://static.wixstatic.com/media/ecc3a28be59b4bf5ae5b5838a05f0af2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/ecc3a28be59b4bf5ae5b5838a05f0af2.webp)
![Revisiting Filing Form 1099 Rule Changes](https://static.wixstatic.com/media/ecc3a28be59b4bf5ae5b5838a05f0af2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/ecc3a28be59b4bf5ae5b5838a05f0af2.webp)
Nov 22, 20191 min read
Revisiting Filing Form 1099 Rule Changes
When it comes to 1099s, many business owners find themselves in a guessing game, wondering what exactly the rules and requirements are....
![](https://static.wixstatic.com/media/ecc3a28be59b4bf5ae5b5838a05f0af2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/ecc3a28be59b4bf5ae5b5838a05f0af2.webp)
![Revisiting Filing Form 1099 Rule Changes](https://static.wixstatic.com/media/ecc3a28be59b4bf5ae5b5838a05f0af2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/ecc3a28be59b4bf5ae5b5838a05f0af2.webp)
Nov 22, 20191 min read
Revisiting Filing Form 1099 Rule Changes
When it comes to 1099s, many business owners find themselves in a guessing game, wondering what exactly the rules and requirements are....
![](https://static.wixstatic.com/media/448755_9b1e68b7cf96428b9870eec9621dd4f1~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/448755_9b1e68b7cf96428b9870eec9621dd4f1~mv2.webp)
![Should the Jobs Report Move the Stock Market?](https://static.wixstatic.com/media/448755_9b1e68b7cf96428b9870eec9621dd4f1~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/448755_9b1e68b7cf96428b9870eec9621dd4f1~mv2.webp)
Nov 8, 20191 min read
Should the Jobs Report Move the Stock Market?
On the first Friday of every month, the Department of Labor releases its Employment Situation Report – also known as the Jobs Report –...
bottom of page