Insights for Your Financial JourneyThe latest financial tips, expert advice, and strategies to help you make the best decisions about your financial affairs. Categories Retirement 9 investing 8 Employee Benefits 5 Estate Planning 5 Ethics 4 Real Estate 4 Taxes 4 Financial Planning 3 Banking 2 Life Insurance 2 Educational Savings 1 Health Insurance 1 Microfinance 1 Real Estate Alison Davies 3/14/24 Real Estate Alison Davies 3/14/24 Calling All Homebuyers: How To Navigate A Tough Real Estate Market Read More Ethics 12/18/23 Ethics 12/18/23 Elder Fraud: Too Close To Home Read More Banking, Real Estate 6/1/23 Banking, Real Estate 6/1/23 Breaking the Home Equity Piggybank Read More Estate Planning 9/23/22 Estate Planning 9/23/22 Estate Planning Essentials: The Living Trust Read More Employee Benefits, Taxes, investing 4/30/22 Employee Benefits, Taxes, investing 4/30/22 ESPPs: Employee Stock Purchase Plans (Easy Street Pretty Please?) Read More Employee Benefits, Health Insurance, Retirement, Taxes, investing 12/16/21 Employee Benefits, Health Insurance, Retirement, Taxes, investing 12/16/21 Your Next Healthy Habit: The HSA Read More Banking, Ethics, Microfinance 4/26/21 Banking, Ethics, Microfinance 4/26/21 Banking on Success: The Microfinance Movement Read More investing 6/3/20 investing 6/3/20 Quarantine Dispatch Read More Estate Planning, Life Insurance, Retirement 12/6/19 Estate Planning, Life Insurance, Retirement 12/6/19 Life Insurance for Lollygaggers Read More Employee Benefits, Retirement 7/23/19 Employee Benefits, Retirement 7/23/19 DIY Retirement Savings: SEP IRAs vs. Individual 401(k)s Read More Ethics, investing 3/13/19 Ethics, investing 3/13/19 Socially Responsible Investing Comes of Age Read More Real Estate, Retirement 12/6/18 Real Estate, Retirement 12/6/18 The Next Generation of Reverse Mortgages Read More Real Estate, Taxes 10/4/18 Real Estate, Taxes 10/4/18 The Ongoing Property Tax Debate - California's Proposition 5 Read More Estate Planning, Financial Planning 2/26/18 Estate Planning, Financial Planning 2/26/18 Estate Planning Essentials: The Durable Financial Power of Attorney Read More Employee Benefits, Life Insurance, Retirement 11/10/17 Employee Benefits, Life Insurance, Retirement 11/10/17 The Medicare Roundup Read More Retirement, Taxes 7/31/17 Retirement, Taxes 7/31/17 Killing Me Softly with Jargon: RMDs Read More Educational Savings, Estate Planning, investing 3/3/17 Educational Savings, Estate Planning, investing 3/3/17 College Savings Plans: The Magic Number is 529 Read More investing 11/29/16 investing 11/29/16 Apples to Apples? Mutual Funds vs. ETFs Read More Retirement 9/8/16 Retirement 9/8/16 Unlikely Bedfellows: Social Security & Divorce Read More Ethics, Retirement, investing 4/4/16 Ethics, Retirement, investing 4/4/16 Just Say No to Variable Annuities Read More Older Posts
Real Estate Alison Davies 3/14/24 Real Estate Alison Davies 3/14/24 Calling All Homebuyers: How To Navigate A Tough Real Estate Market Read More
Estate Planning 9/23/22 Estate Planning 9/23/22 Estate Planning Essentials: The Living Trust Read More
Employee Benefits, Taxes, investing 4/30/22 Employee Benefits, Taxes, investing 4/30/22 ESPPs: Employee Stock Purchase Plans (Easy Street Pretty Please?) Read More
Employee Benefits, Health Insurance, Retirement, Taxes, investing 12/16/21 Employee Benefits, Health Insurance, Retirement, Taxes, investing 12/16/21 Your Next Healthy Habit: The HSA Read More
Banking, Ethics, Microfinance 4/26/21 Banking, Ethics, Microfinance 4/26/21 Banking on Success: The Microfinance Movement Read More
Estate Planning, Life Insurance, Retirement 12/6/19 Estate Planning, Life Insurance, Retirement 12/6/19 Life Insurance for Lollygaggers Read More
Employee Benefits, Retirement 7/23/19 Employee Benefits, Retirement 7/23/19 DIY Retirement Savings: SEP IRAs vs. Individual 401(k)s Read More
Ethics, investing 3/13/19 Ethics, investing 3/13/19 Socially Responsible Investing Comes of Age Read More
Real Estate, Retirement 12/6/18 Real Estate, Retirement 12/6/18 The Next Generation of Reverse Mortgages Read More
Real Estate, Taxes 10/4/18 Real Estate, Taxes 10/4/18 The Ongoing Property Tax Debate - California's Proposition 5 Read More
Estate Planning, Financial Planning 2/26/18 Estate Planning, Financial Planning 2/26/18 Estate Planning Essentials: The Durable Financial Power of Attorney Read More
Employee Benefits, Life Insurance, Retirement 11/10/17 Employee Benefits, Life Insurance, Retirement 11/10/17 The Medicare Roundup Read More
Educational Savings, Estate Planning, investing 3/3/17 Educational Savings, Estate Planning, investing 3/3/17 College Savings Plans: The Magic Number is 529 Read More
Ethics, Retirement, investing 4/4/16 Ethics, Retirement, investing 4/4/16 Just Say No to Variable Annuities Read More
