Living With Your Parents: Should You Stay or Should You Go?

You’re an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. Not surprisingly, there are pluses…

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4 Social Security Questions Answered

October 7, 2021 | Lena Rizkallah, JD, CRPC® One of the most confusing aspects of retirement planning is understanding Social Security. The rules can be confusing and hard to decipher, and the benefits are likely…

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Am I crazy or is bubble tea pricey these days?

My father loved making a deal, especially when car shopping.  When I was in college and ready for my first ‘real’ car, I had my eye on a 4-door black Volkswagen Jetta with state-of-the-art manual…

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Throw Like A Girl, Invest Like A Woman

April 22, 2021 | Lena Rizkallah, JD, CRPC® When I was younger, I lived all year for the one week of vacation our family would spend in Ocean City, Maryland.  I was- and still am-…

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Martini Investing

Feb 25, 2021 | Lena Rizkallah, JD, CRPC® I’m a fan of vodka martinis. I like my martinis very dry with a drop of vermouth, not at all dirty, and with three olives (a bartender…

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Get Ready For 2021 With This 5-point Retirement Checklist

Dec 17, 2020 | Lena Rizkallah, JD, CRPC® If you’ve been semi-conscious this year, you’re probably feeling like most people and eager to move on.  While 2020 has been an unusually challenging year for most…

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The SECURE Act is changing retirement – here are the most important things to know

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FOMC raises a special interest rate on bank reserves

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Catch Up Contributions Boost Your Retirement Savings | Investor’s Business Daily

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Social Security cost-of-living increase to raise benefits 1.6% in 2020

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Sorting out a loved one’s estate is more work than you think – how to simplify the process

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Where There’s A Will, There’s Not Always An Estate Plan

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Do All Seniors Pay Taxes on Their Social Security Benefits? | The Motley Fool

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5 Proven Ways to Boost Your Retirement Income | The Motley Fool

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Not sure what to do amid the market volatility? Here are the answers to your top questions

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Do I Know You?’ And Other Spam Phone Calls We Can’t Get Rid Of

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How Robot Caregivers Will Help an Aging U.S. Population

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Lifestyle, security, peace: what women really want from their money – Money Magazine

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