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Top 3 Motivational Money Messages

Jamie Bosse, CFP®, RFC, CCFC, a Financial Planner with Aspyre Wealth Partners, an author, and a financial educator joined Mac Gardner, CFP® on an episode of “3 Pointers” to share her Top 3 Motivational Money messages for friends and clients....

Five Reasons Why a Reverse Mortgage Might Make Sense in Retirement

For years, popular thinking, indeed even scholarly research suggested that a reverse mortgage was a bad thing. Then we started to see Magnum, Tom Selleck (the original Magnum PI) plugging the advantages of a reverse mortgage. In the last few years, several thought...

The Importance of Doing a Home Inventory

If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim? Probably not – I know I wouldn’t be able to! People tend to fill up the living space they have with “stuff” and this is...

Should You “Sell in May and Go Away”?

By Lucas Bucl Many of us have heard the classic Wall Street adage of “Sell in May and Go Away”.  Every year about this time, financial media and stock market pundits often reference the strategy as a warning about the potential of depressed stock market returns during...

Cyber Security Series: Cyber Shopping

‘Tis the time of year for holiday shopping, and for most of us, that means online shopping.  According to DomainTools, 92 percent of Americans shop online – and nearly 50 percent shop for Cyber Monday deals.  Unfortunately, this is also the time of year when there is...