Recent Stock Market Volatility

Things Could Be Worse Yesterday’s drop in the stock market erased all of 2018’s gains.  Volatility has returned and ... Read More


What Is a Financial Plan?

What Is a Financial Plan? A financial plan is the cornerstone of a successful retirement.  Its job is to guide ... Read More


Predicting the Unpredictable in Your Finances

I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More


The Expansion of 529 Plans

What is a 529 Plan? The Tax Cuts and Jobs Act of 2017 increased the benefits of 529 savings plans, which make them ... Read More


Creating Your Own Definition of Success

Investing is rooted in numbers. That causes many of us to see our definition of success as a function of ... Read More


When Should I Take My Social Security Benefit?

One of the biggest sources of income for non-government retirees is their Social Security benefit. For the average retiree, Social ... Read More


Working with Professionals to Sell Your Business

When we imagine the very wealthy, we often think of Wall Street executives and star professional athletes. But the truth ... Read More


Why You Should Work with Real Financial Experts

The Kennedy name is one of the most famous brands in American politics. They represent a uniquely American story – a ... Read More