Americans change jobs a lot — more than a dozen times over a career. A new opportunity beckons, across town or across the country. Cake is consumed and co-workers hand you a card scrawled with cheerful goodbyes. Your boss says she’ll miss you but wishes you well. And that’s it. Except there’s one more thing… Continue reading →

Found money is exhilarating, even more so when it actually belongs to you. Every few years the same story pops up in the media — how to claim “lost” bank accounts or other assets, such as old stock certificates. Usually the reporter interviews someone who has discovered a derelict savings account owned by a deceased… Continue reading →

Our very own Sally Brandon, Senior Vice President of Client Service and Advice, tells U.S. News & World Report how rolling it over into an individual retirement account (IRA) can provide tax benefits and boost your retirement savings. 7 Best IRA Accounts for Your Investments by Ellen Chang, July 23rd, 2019 The tax benefits of… Continue reading →

You’re probably thinking: Isn’t it the same thing you tell your sons? Of course it is. The point is not that women need different guidance. Rather, women need guidance that too often is not given to them. As a financial advisor with my own practice I’ve witnessed firsthand a kind of learned helplessness among women… Continue reading →

In this piece for The Philadelphia Inquirer, journalist Erin Arvedlund reports on whether or not there is a direct correlation between a recession and stock market drop.  In addition, Erin Arvedlund reminds investors the impending SECURE Act of 2019 goes back before Congress on Oct. 1st.  The Setting Every Community Up for Retirement Enhancement Act… Continue reading →

I’m guilty. There, I said it. And, it feels great to confess.  I am among the millions of women, globally and across generations, who fall into a distinct category—highly-educated, affluent married women, widows or divorcees who defer significant financial decisions to their spouses or partners. Admittedly, the reassuring news is that I’m in excellent company. … Continue reading →

You’ve probably already heard about the FIRE movement. FIRE stands for financial independence, retire early. Usually, the people who follow it are in their 20s and 30s and saw what happened to the economy in 2008 and have decided to put saving above all else in a bid to free themselves from worry. They’re having… Continue reading →

It’s one of those statistics that is both surprising and, well, not surprising. Baby Boomers, the generation that led the charge into no-fault divorces in the 1970s and 1980s, continue to lead other age groups in divorce into their retirement years. In fact, boomer divorce rates are speeding up. A recent Pew research study found… Continue reading →

Author and personal-finance guru Suze Orman ruffled a lot of feathers in a recent podcast, saying that people need $5 million — maybe even $10 million — in order to retire. Orman was responding to a question about the “financial independence, retire early,” or “FIRE,” movement, a growing online trend in which people in their… Continue reading →