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
A strategic approach to taxes
At the end of the year, we often think about taxes. The answers depend on
Open enrollment season
It’s that time of year again – open enrollment for Medicare and insurance coverage through
A stock option strategy if you embrace complexity and have time
Before diving into a stock option plan, it’s important to decide how the decision fits
Retirement and uncertainty
One way to think about uncertainty in retirement is with Monte Carlo analysis, which models different possible investment returns. It helps us compare different retirement scenarios and identify options that are more (or less) likely to make your money last.