Blog
Articles and explanations
Plain-English discussions of insurance, retirement decisions, financial products and the questions consumers should ask before acting.
Don’t Blame Yourself
Stock portfolios go up and down. Sometimes to the tune of 20% to 30% a year. Sometimes less. It can be scary, especially if you are in retirement. You cannot prevent this. But you can minimize the impact. Stocks should…
Read the article →Unhappy with the way the stock market performs for you?
A lot of people I speak to are furious and disappointed when their retirement portfolio invested in stocks is down. Especially people older than 50.
Read the article →Everyone hates talking about long-term care
Nobody wants to picture getting old and frail, needing help in the house, or being moved into a nursing home. This is not a pleasant conversation. It won't make you feel happy or excited about the future. But it's a…
Read the article →$50 for Your Teen, Courtesy of Schwab
A head start on investing, and a chance for you to learn alongside them
Read the article →Bad advice is expensive. Good guidance pays for itself.
Wherever you are — first real paycheck or last day of work — the next decision matters more than the last one. Let's make sure you get it right.