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The Week Ahead – April 8, 2019 – How Much Do You Really Know About Long-Term Care? Plus Find Out About Earnings Season

How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. Read more

Market Commentary

Weekly Market Commentary April 8, 2019

The S&P 500 soared 2.1% last week. Better-than-expected economic data from the U.S. and China reduced the risk of a global recession. The global MSCI ACWI gained 2.1% as the rally was broad-based. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% as interest rates rose on the positive economic news. Bond prices move in the opposite direction as interest rates. Read more

News

Check out Debbie quoted in Newsday regarding Mortgages and Retirement on March 31, 2019

There are all sorts of tenets about retirement. One of those that’s often touted is that you should pay off your mortgage before you retire. For sure, it makes sense, but there are always exceptions to the rule.

Blog

Earnings for All Seasons: What is it and why is it important?

While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season, and why is it important? Read more

Blog

How Much Do You Really Know About Long-Term Care?

Separating some eldercare facts from some eldercare myths.  

How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. Read more

Blog

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions. 

Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   Read more

Blog

Bad Money Habits to Break

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. Read more

Monthly Newsletters

April MPL: Identity Protection Month

Have you ever received an email from a “friend” or “member of a foreign royal family” who is stranded in a foreign country? They lost their wallet and passport and their only form of communication is email. They are reaching out to you in desperate need of a wire transfer for a plane ticket home. Read more

Blog

The Week Ahead – April 1, 2019 – Family Caregiving: Where Do You Start? Plus Find Out Why You Need an Umbrella Insurance Policy and more

As we all get older, more and more of us find ourselves caring for aging and ailing loved ones. While this is often parents it can also be siblings and other relatives. Read more

Blog

The Cat Column – Is Audra the New Oprah? 5 Great Ways to Spend $1,000!

Dear Humans,

Human, if I had $1,000, I would make 1,000 separate orders on Amazon to be delivered to Ramsey, NJ. And it wouldn’t even matter what I bought! Because every single Amazon order would come in it’s own special brown cardboard box, and that is the real present. Read more