December 27, 2015


What might you think of doing when?  



If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but certain times of life do call for cer...

December 17, 2015

Some are planning wisely, but others are beset by mistakes.  


Generation X has become the new “sandwich” generation. Many Americans born during the years 1965-80 are finding themselves caring for aging parents and growing...

December 10, 2015

The year in brief. 


While the S&P 500 surprised to the upside in 2014 versus the projections of many analysts, it has performed below expectations so far in 2015. As this year began, not many Wall Street pros thought the...

December 5, 2015

A summary of what you need to know.


Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage.


December 3, 2015

Steps toward saving more & revitalizing your retirement strategy.


When it comes to retirement saving, many women lag behind many men. Historically, that has been the case. The 2015 edition of Financial Finesse’s ann...

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