Blogs

Your ‘Retirement Number’ Took a Hit. Now What?

woman looking at her computer worried

While most of the country focuses on staying healthy and safe during the current pandemic, it’s hard to escape the real economic impact all of this has taken. The general age group most susceptible to the health dangers of COVID-19, people 60 years old and older, and includes many Americans who are nearing retirement.

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Is Now the Time to Invest?

woman thinking and writing

The most common question I have received from my clients over the last month Is “Should I invest some of the cash I’ve been sitting on?” Whether you have saved your last bonus, had a liquidity event such as sale of a rental property or received an inheritance, or you have just been thrifty, let me walk you through the exercise I take my clients on when answering this important question.

 
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Leadership in a Two-Dimensional World

video call with team

Having been in the business world for over 40 years now and having experienced several (let’s not count!) economic and stock market upheavals, a quote often attributed to Mark Twain (aka Samuel Clemens) comes to mind:  “History doesn’t repeat itself, but it often rhymes”.

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In a Down Market, Can Your Portfolio Still Support Your Charitable Giving?

making a donation on your phone

During the COVID-19 pandemic, many people want to stretch the impact of their dollars for their families while continuing to help others.  Even during a downturn, donating stock may be one way to achieve that goal and support the nonprofits that are tirelessly serving our communities during this time of urgent need.  

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Stress and Organizational Resilience

woman meditating at work

In our personal and professional lives, we are continually learning about one another, subtly adjusting our behavior as we understand ourselves and understand others in order to get along,enjoy being together and become more effective. While every day is different, we generally know each other’s habits and reactions in most situations. In other words, normal behavior.

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5 Ways to Make Social Distancing More Social

father and daughter talk on a video call

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is part of our lives. I hope this is short-lived, but in the meantime, we should do everything we can to thrive during this time.

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A Coronavirus Checklist: Tips for Your Mental and Financial Health

woman using a tablet at home to check her finances

As we all watch the latest news about the coronavirus, it’s easy to be scared about our physical and financial health. Some people may not leave their homes or allow children and grandchildren to play with others. Others, worried about a recession or financial meltdown, may be making major changes to their finances or investment accounts.

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Personal and Organizational Disruption - The S Curve and You

coworkers collaborating in an office

Whether growing or floundering, every organization reflects the individuals and leadership of which it is made.  At the same time, from top to bottom, from vision to execution, each individual evolves and becomes what they strive for as they reach their individual goals.

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You Just Had A Baby, Now What? 5 Financial Tips from a Recent Parent to You

One life event more than any other marks a turning point for how seriously families consider their finances: having a baby. New babies bring new life challenges, with financial repercussions that can stretch into retirement.

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Bonuses only come once a year. How will you use yours?

woman is happy to receive a bonus check

Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywide. While most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.

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