Resources and Stories for Real People

Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

How to Understand Inflation News
Financial Planning
Walter Wisniewski, CFP®

‘Everything Screams Inflation.’ How to Interpret the Headlines

THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE.  In the financial world, things can quickly change. And, interpreting the headlines correctly is essential to ensure financial success. Two years ago, the New York Times reported, “Federal Reserve officials are increasingly worried that inflation is too low and could leave the central bank with less room to maneuver in an economic

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FOMO in the Financial Markets
Financial Planning
Allison Vanaski, CFP®

FOMO in the Financial Markets

Whether it’s a fun night out with friends or investment returns, it’s natural to have a fear of missing out (aka FOMO). As companies rise to become some of the largest firms, the performance that got them there can be impressive. But just because the largest companies gain attention in the headlines, it doesn’t mean they can maintain performance over

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Estate Planning
Walter Wisniewski, CFP®

How to Navigate Your Emotions During Estate Planning

Whether you consciously realize it or not, money topics and your emotions are considerably intertwined. If you have been considering estate planning as a way to secure your family’s long-term financial security and to put plans in place for the next generation, you may find yourself navigating unexpected emotions or difficult family dynamics. That is because estate planning is about

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2021 Predictions
Financial Planning
Allison Vanaski, CFP®

2021 Predictions

If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. Yet, many clients continue to search for “expert” market outlooks in hopes of positioning their portfolio to outperform.

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Women and Retirement
Retirement
Walter Wisniewski, CFP®

Women and Retirement

When it comes to retirement, men and women face many of the same challenges. However, because women have a longer life expectancy and are still struggling with a gender wage gap, planning for an early retirement becomes a different equation altogether. It may come as a surprise to learn that women all around the world tend to retire earlier than

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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