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Budgeting and Financial Planning

Why Saving for Retirement Is More Difficult in 2022

Rodney Brooks
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August 25, 2022
Baby boomers have lived through the tech bubble, the 2008 housing and market crash and even double-digit inflation in the 1970s, but never all these financial crises together… […]

Financial Literacy

How Millennials Should Manage Their 401(k) During the Bear Market

Rodney Brooks
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August 25, 2022
It can be scary to watch your 401(k) balance decline … […]

Financial Literacy

Bear Market Mistakes Retirees Often Make

Rodney Brooks
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August 25, 2022
In times of stock market declines, inflation and uncertainty… […]

Financial Literacy

Pets and Passwords: What People Forget in their Wills

Rodney Brooks
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August 25, 2022
Things change quickly in today’s digital world, and Boomers especially need to keep up. It means you need to make sure your estate plan has been updated to reflect the new… […]

Uncategorized

Life Insurance: Forgotten Financial Tool

Rodney Brooks
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August 25, 2022
Life insurance should be a key component of your financial plan, especially for retirees and pre-retirees. “I would recommend highly that everyone who’s concerned… […]

Budgeting and Financial Planning

New Rules in Estate Planning

Rodney Brooks
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July 5, 2022
Although we mark Older Americans Month this month, oldsters would be well advised to consider the Younger Americans in their estate planning. The Secure Act ( […]

Budgeting and Financial Planning

Is an Annuity Right for You?

Rodney Brooks
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July 5, 2022
Is an annuity right for you? One of Americans’ biggest fears is running out of money in retirement. In fact,  […]

Be sure to check out "Fixing the Racial Wealth Gap" by Rodney Brooks

"Rodney A. Brooks's “Fixing the Racial Wealth Gap” is one of the best written and most prescriptive books I’ve read on this prickly subject. Using powerful stats, stories and insightful wisdom, it is written from the heart, mind, body and spirit … plus years of research and thought as a mainstream journalist. Fixing the Wealth Gap is revealing, humorous, instructive and sobering." - Dr. George C. Fraser