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The Greening of Wall Street

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Q: I’ve been investing for years in a more traditional sense. But I’ve recently become more aware of the concept of Green Investing and...

Out Money: How to recognize financial scams

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Q:  A friend of mine was recently “hacked” when she clicked on a link in an email that looked perfectly legitimate.  Now I’m afraid...

Determining if it Makes Sense to Move or Remodel

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Q: We are looking into a larger home, but the housing market is so challenging right now…low inventory, high prices, and multiple bidders.  Should...

Haven’t Filed Your Taxes Yet? Be Aware of These Features

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Q: I’m late in filing my 2020 taxes because I’m just very confused about all the COVID relief packages and the tax benefits of...

Is Inflation on the Horizon?

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Q: I keep reading about people worrying about inflation, with our recent government spending related to COVID-19. Which seems odd, since our government has...

Social Security and You: What Does the Future Hold?

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Q: I often hear that the Social Security system is underfunded. Is that true? And as a younger worker, what can I expect from...

Don’t Forget Your New Year’s Resolution: Manage Your Debt

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Q: I made a New Year’s resolution to get my debt under control in 2021. But it’s just so overwhelming and I’m not sure...

Mortgage Rates Are Down. Should You Refinance?

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Q: Mortgage rates are so low — should I consider refinancing my current mortgage? A:  Yes, mortgage rates have moved down dramatically over the past...

The takeaway for investors in 2021

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Q: As our country continues to increase our debt and print money to help people in need during the pandemic, at what point are...

Tips to help lower your tax bill with year-end planning

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Q: It seems like each year I end up paying more in taxes than I anticipate, often due to investment income and capital gains...

Navigating the waters of retirement

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Q:  I’m 60 years old and am concerned that I may be asked to retire early due to COVID-19 related cutbacks. I’m not really...

Keep your estate up to date

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Q: I lost a parent recently to COVID-19 and discovered they had not updated their estate documents in quite some time, which is making...

Online banking and shopping made safe

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Q:  As a senior citizen, I’ve needed to access my banking and also shop online much more recently with COVID-19 still posing a risk. ...

All About The CARES Act

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Q:  I think I read that there is a new law that will let me access my 401k without penalties due to COVID-19. But...

How to Plan for Unexpected Events

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Q:  Before COVID-19, I felt pretty comfortable with my lifestyle.  But now I’m realizing I was completely unprepared for the impact this has had...

Avoiding COVID-19 scams

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Q:  I’ve been receiving a number of emails from people I don’t know with links to information on COVID-19.  I’m not clicking on any...

Retirement after the SECURE Act

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Q:  I own a small business and am considering offering a retirement plan to my employees.  I understand there may be some new rules coming about...

Charitable contributions: What’s changed?

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Q: I noticed in 2018, I wasn’t able to deduct my charitable contributions on my tax return.  Can you please explain to me...

Income Investing? Think Dividends

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Q: I’m looking to retire soon and am trying to decide how to produce income from my investments.  Interest rates on bonds haven’t...

HSA. Que? Ins and outs of Health Savings Accounts

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Q:  Some of my coworkers put money into HSAs.  I’m not sure if this is something I should consider.  Can you please tell me...

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