Is there really a Santa Claus Rally?
Because I do not have a crystal ball (my frequent refrain), I hold back on
Financial transitions across the lifespan
Abacus Financial Planning helps women and their families across the lifespan. We work with clients
A good problem: what to do with cash?
One reason clients seek out a financial planner is to figure out what to do
What are Required Minimum Distributions (RMD)?
RMD refers to the Required Minimum Distribution from a qualified retirement account. “Qualified” means that
Two ways to streamline your investments (and what to watch out for)
We often hear from clients that they want to simplify their investments and accounts. Simplify
Family vacation
A few weeks ago, I packed for a 6-day family vacation with three generations and