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- Fraud & Security
Identity theft occurs when a criminal takes your personal information (such as your social security number, address, birth date, bank
- 2 min read
- Financial Planning, Tax Planning
Dear Julia, I just filed my taxes for 2016 and am planning to clean out my old files. What records
- 2 min read
- Investing & Markets
The first step in minimizing risk in your investment portfolio is knowing what your investment goals are and making sure
- 2 min read
- Retirement Planning
If you haven’t already funded your retirement account for 2016, consider doing so by April 18, 2017. That’s the deadline
- 2 min read
- Financial Planning
Know What You Owe. View your federal loans on the National Student Loan Data System at nslds.ed.gov. This site does
- 1 min read
- Financial Planning
I’ve heard a lot about online robo-advisors recently. What are these and should I be using an online automated advising
- 1 min read
- Mindset & Lifestyle
Happy New Year! As the 2016 holidays fade into the past, the New Year brings new opportunities and a chance
- 2 min read
- Investing & Markets
Everyday, clients ask me what they should expect in 2017. Should I be nervous, excited, scared, worried or hopeful? I
- 1 min read
- Retirement Planning
Q: Dear Julia: Since turning 70 ½ I must take out my Required Minimum Distribution (RMD) from my IRA (Individual
- 1 min read
- Investing & Markets
Investing is a marathon, not a sprint. The best advice I can give when helping clients invest smarter is to
- 2 min read
- Financial Planning
Another holiday season is upon us! It amazes me that as I get older, the years seem to go by
- 2 min read
- Estate Planning & Giving
Retirement What is an Executor’s job? An executor is responsible for sorting out your finances after your death; generally arranging
- 2 min read