Are Roth Conversions Right for You?
July 17, 2026
Are Roth Conversions Right for You? Benefits, Costs, and When They Make Sense Roth conversions can be a powerful retirement and tax planning tool. A
Peggy’s Pearls: Investing in You
Cybersecurity Threats to Watch in 2026: How to Stay Safe Online
June 29, 2026
Cybersecurity threats continue to evolve as scammers use artificial intelligence, stolen passwords, and mobile malware to target consumers. Understanding the most common cyber threats in
How to Save Money on Gas When Prices Are High
June 16, 2026
Gas prices can seem unpredictable. One week prices are steady, and the next they jump significantly. Many people wonder why fuel costs remain high when
Turn Tax Time Shock Into Tax‑Efficient Investing
April 23, 2026
Tax time is often when people discover how “tax‑efficient” their investments really are. A surprise tax bill can feel like a penalty for being a
The ‘Fixing’ of Social Security
April 9, 2026
In my 30+ years of serving retirees and pre-retirees, one question comes up again and again: “Will Social Security still be there for me?” You
I’ve Been Hacked!!!
March 26, 2026
“My computer got hacked and they got into my bank account. I’m calling to let you know.” That was a call from one of my
How Social Connections Protect Your Brain
March 12, 2026
Feeling lonely or cut off from others doesn’t just hurt emotionally – it can quietly change the brain in ways that raise the risk of
Is It Time for Assisted Living?
February 25, 2026
In my 20+ years of serving seniors, one thing has remained consistent among clients – a deep desire to stay independent and live in their
Money Harmony
February 12, 2026
Improving your relationships often starts with understanding that you and the people you love may literally “speak different languages” when it comes to money –
The U.S. Economic Outlook for 2026
January 27, 2026
Two powerful forces shaped the economy in 2025: tariffs and artificial intelligence (AI). Tariffs touched virtually every country and rewrote the rules of global trade,