Last week I hosted a gathering of clients and friends to talk about the process of a year end check up. I know, you’re probably thinking more about football
By: Kate Hennessy
College is one of life’s most important – and expensive investment goals. As a parent of two grade school kids, I know that their heading to
9/24/2019 - originally aired on Sirius XM Channel 132, Business Radio Powered by the Wharton School
Mortgage rates are the lowest they have been since 2016 and applications to refinance are up. The national average for a 30 year fixed mortgage has fallen to 3
The topic of being a fiduciary came up again with a recent SEC ruling. Fiduciaries are legally required to act in their clients’ best interests. One would
As I get older, I’ve become more curious about Social Security. I’m in my mid 40s and I have been paying into the system since high school. Hopefully, I’m 20+
Politics aside, it was tragic to hear that many government workers ran into trouble paying their bills when they did not have a paycheck for a month.
Although I’ve been in the financial industry for 20 years, I made a few mistakes before I became a financial advisor. Here’s a quick run-down of three and what
11/13/2018 - originally aired on Sirius XM Channel 132, Business Radio Powered by the Wharton School