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.

Understanding the Biden Tax Plan

The Biden Administration and congressional Democrats have released a full tax proposal that the House Ways and Means Committee is set to vote on this week.

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.

There is a lot of evidence that suggests that are facing unique challenges that older generations never had to encounter, as it relates to finances. With this backdrop, it’s easy to see that Millennials have actually accomplished quite a lot despite having to navigate the 2008 financial crisis, as well as overcoming a

When it comes to living independently as we age, much has to do with our surroundings. Many people wish to remain in their homes and age in place, but this is not always manageable. If you are helping your aging parents determine their options, it’s worthwhile to ask whether retrofitting

Pandemic Fatigue

Back in January 2020, I sat down to draft some personal and professional goals for the year, as I know many people do. Pencil and paper in hand, super pregnant, I neglected to add “navigate a global pandemic” to my list of hopeful future achievements. At the time, I was

THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE.  It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote. In financial circles,

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