Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
Technical refinancing
Explore a home buying strategy designed to give you liquidity now and flexibility later.
Family & Lifestyle
The grandparent effect
Exploring the practical and emotional influence on your life.
Family & Lifestyle
Volunteerism rebounds
Big and small ways Americans are making a difference.
Estate & Giving
Markets overcome mid-month pullback in November
12/1/2025
Despite tech losses, the broader market rallied on increased expectations for a December rate cut.
Markets & Investing
Financial resolutions for 2026
Start the new year right by reviewing and revamping your financial plan.
Family & Lifestyle
The shareholders’ cut
What dividends communicate to the most important people in the conversation.
Markets & Investing
Don’t forget to pack your health insurance
Stay protected abroad, and save thousands, with travel medical insurance.
Family & Lifestyle