Showing off my husband's latest (leased) ride. Fall marks the onset of the holiday season for many of us. But for car aficionados, ‘tis an entirely different type of season—it’s when new models hit dealerships. Read more…
Will Comprehensive Tax Reform Finally become a Reality?
With a surprise win by Donald Trump in the presidential election and control maintained by Republicans in both houses of Congress, we may be on the verge of our nation’s first comprehensive tax reform since 1986. Since that time, the Federal tax law has grown from 26,000 pages to 70,000 pages. So, Read more…
Changing the Rules of Retirement
I bought an airline ticket last night for an upcoming trip, thinking I’d found a deal. But after taxes, facility charges and carrier-imposed fees (what are those?), I was not feeling as confident in my purchase. Unfortunately, some employers feel the same way about their 401(k) plan—unsure if Read more…
New President, Same Portfolio: Why the Election Shouldn’t Impact Your Investments
Few topics in America are as polarizing as politics. With the presidential election as the embodiment of political discord, it’s no wonder last night’s results have caused such a stir. Read more…
How Much Can I Afford: Home, Car, Credit Cards, and Savings?
One of the most frequent questions that I get asked by my friends and family is, “How much do I need to buy ________?” Read more…
What's the Biggest Mistake Investors Make?
Last month I had the pleasure of speaking at the Midwest Private Wealth Forum in Chicago on a range of equity market topics. One of my favorite questions asked was: “What is the biggest mistake you see investors making?” Read more…
Summary: 5 Steps to Financial Wellness
Women's Initiative founder Sara Gelsheimer shares her personal experience with giving. We strive for wellness across all aspects of our life. We take the steps necessary to be well: we eat healthier, we take the stairs – not the elevator, sometimes, and we even take time to focus on ourselves. All Read more…
Who Can Benefit from an ABLE Account?
All families face challenges when funding the various needs of their children. But many families face a completely different challenge—planning for a child with a disability. The importance of saving and planning increases tremendously when faced with such a challenge. Read more…
College Freshmen: 3 Things I Wish I Knew
Pick a dorm. Sign up for classes. Buy a laptop. As a recent college graduate, I can remember going through my checklist of everything I needed prior to my college move (on top of all the pieces of advice my parents were attempting to engrain in me). Read more…
Democrats vs. Republicans: Who Is Better for the Stock Market?
Credit: AP Photo/Andrew Harnik Have you ever wondered whether the stock market does better when the President of the United States is a Republican or Democrat? Read more…
