Financial News & Insights

Do you find 401(k) planning confusing? Here are the basics you need to know about this amazing retirement planning tool.

Here’s everything you need to know about the riskiest time in retirement and how to prevent it from derailing your plan!

Does the state of the world and the markets have your head spinning? With Marjorie Rand watching over your money, you can shake off some of that stress.

Worried about inflation? Here's why it has increased in the past year and what it means for your long-term purchasing power.

From a global pandemic to increasing inflation to political headlines to international unrest, it’s no surprise we have seen increased market volatility over the last couple years. And when it feels like our world is spinning out of control, it’s tempting to panic, especially when it comes to our finances. After all, human beings are naturally averse to loss, and the pain of losing is more powerful than the potential to achieve gains.

The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are understandably concerned and anxious.

Creating a new future after loss is one of the most challenging parts of life, and the last thing you want to think about is what to do with your finances. For the past 30 years, I have been working with surviving spouses to handle the settlement of their spouse’s estate and help them move forward on their own. I feel honored to be a support system my clients rely on to navigate such a trying time.

Investors are understandably nervous about their investments and their purchasing power. If you are worried about your portfolio, you’re not alone. But during stock market volatility, it’s important to keep a level head to avoid financial mistakes.