Here are five ways that you and your spouse can make sure you agree on your household spending, avoid surprises, and maximize the Return on Life ™ your money provides.
In our previous quarterly letter, we wrote about “Life and Optimism” and added the saying from the Life is Good Company, “Life is not easy, life is not perfect, but life is good.”
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.
With tax season well underway, tax scams are likely to become more prevalent. If you’re unsure if a message you’ve received is legitimate or fraud, here are some red flags to watch out for.
In life and in finances, the difference between success and failure may lie in the choices you make daily – not one monumentally bad decision. Once you've recognized your behaviors, you can start to build a plan to improve them.
Lee McGowan, CFA, CFP® recently discussed working in the retirement years with Barron's.
Lee McGowan, CFA, CFP® recently discussed withdrawing money from 529 plans with Ann Carrns of The New York Times.
Byron Woodman and Lee McGowan are quoted on Emerson Hospital's site discussing planned giving.
Due to recent income tax changes, it may be an opportune time to make a qualified charitable distribution (QCD) from your IRA.