Blog

Building wealth through smart financial habits

By actively working to form positive financial habits, you can learn to make your money work for you. Start building wealth today by incorporating these five smart money habits into your daily life.

Choosing a Financial Services Professional

Caveat emptor is Latin for “Let the buyer beware.” The phrase arises from the fact that buyers often have less information than the seller, or more importantly, about the seller. When choosing a financial services professional, buyer beware!

Defining what self-care means to you

We hear the phrase "self-care" tossed around a lot in everyday conversation, but what does it really mean? The truth is, there is no one set image of what self-care looks like—it's different for each individual.

The changing face of investing

Computers and platforms continue to make it easier for people to trade and to lower the cost of transactions. Here's how.

How to master the “ART” of retirement

Retirement is not an end. It’s an experiment in Activity, Relationships, and Time (ART). And like all experiments, the ART of retirement involves some trial and error.

Tax planning and the mystery of the disappearing tax refund

So, were the tax cuts good or bad for you?

Making a difference with ESG investing

Tanya is getting more and more interested in what is in the investment portfolio she inherited when Frank died. While the returns have been good, she wants the portfolio to be about more than just numbers. Now that she understands the market better, she is ready for baby steps: changing a very small portion of the portfolio to make a difference. And that means picking some stocks and funds that reflect her values.

Financial planning tools

As we get further and further away from ever balancing a physical checkbook, a few people may hold on to old Excel spreadsheet methods of controlling their finances, but most have moved on.

The widow's penalty

There are ways to rein in the additional impact of the Widow’s Penalty on the survivor’s finances. For couples, planning for this now is essential.

4 ways to show widows love on Mother's Day

Mother's Day is a special occasion where we are able to come together and appreciate all that the mothers in our lives have done for us. But for widows, Mother's Day may be a challenging reminder of what they have lost.

Loneliness of Me: finding community in a sea of women

One of the best ways to feel a sense of community as a widow is through some kind of group activity, whether that means a formal support group, or even just something from the comfort of your own home. Here are some ideas for finding community during a difficult time.

When a loved one dies: First steps

The death of a loved one is an emotional and heart-wrenching time, and attending to all of the details that need to be addressed in the days, weeks and months that follow can feel completely overwhelming. Here we have outlined some of the most important steps, broken down based on time-sensitivity.