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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