Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) 20 for 2020 – I shared this concept with you last year as well, but I loved the concept so much I have made it an annual tradition. I was first introduced to this concept on the […]

Each year, Charles Schwab & Co., Inc. hosts a conference for investment advisors that custody assets on its platform. Pam just returned from the 2019 conference. Here are a few themes that were woven throughout the various sessions: 1. ) Remain vigilant: with markets reaching all-time highs during the conference, it’s fair to say that […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Time to shop for Medicare – Open enrollment for Medicare starts October 15th and runs thru December 7th. It is an excellent time to review your coverage and explore making changes if your current insurance no longer […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Is your financial advisor independent? Your wealth journey is exceptionally important. How confident are you that your advisor is working in your best interest? Windermere is an independent Registered Investment Advisor and acts as a fiduciary in […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Reading List I was recently asked about my “must read” news sources and daily email lists.  Seems like there is an endless supply of news to pick from but here are a few of my daily reads […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) 2019 Contribution Limits – I know – 2018 is barely over and you’re still working on tax prep for last year. I get it – but it’s never too early to start planning your savings for the […]

While listening to “Happier with Gretchen Rubin” last year, I was introduced to this concept. It’s simple – you create a list of items (the number of which corresponds with the year – hence 19 for 2019) you wish to accomplish in the new year. There are no rules – you decide what goes on […]

Less than one month to go in 2018! Time to prepare for year-end and make sure you have all of your financial matters in order before the calendar turns to a new year. We’ve put together this checklist to help you in this process but as always, consult with your advisors as requirements and to-do’s […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.)Social Security – It’s an incredibly complex system that despite paying into it for our entire careers, few of us fully understand. Not to fear, we are here to help! Here are a few things to keep in […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Keeping up with Washington – Now more than ever, the happenings in Washington DC are having an incredible impact on the markets and investing.  It’s virtually impossible to keep track of the news flow on your […]