by Lori Eason | May 22, 2026 | Financial Planning
With summer around the corner, vacations are on everyone’s mind — and so is the question of how to pay for them. I’m headed to Canada next week and as I was planning, I remembered a trap I fell into our last international tip — foreign transaction fees. This led me...
by Lori Eason | Feb 2, 2026 | Economic, Financial Planning, Market Related
Lately, money market funds have been a great place to park cash temporarily. However, with the Fed easing rates, money market yields have started to trend lower. The current yield on the Schwab Value Advantage Money Market fund is 3.52%, down from 5.23% at this time...
by Lori Eason | Oct 28, 2025 | Financial Planning, Tax Planning
Have you ever heard of Rube Goldberg machines? Rube Goldberg was a cartoonist known for drawing overly complex machines that performed simple tasks — a fitting metaphor for post-SECURE Act inherited RMD rules. In case you’re not familiar with Required Minimum...
by Lori Eason | May 24, 2024 | Quarterly Commentary
Except for a brief pullback in the early part of January, the stock market rally that started in late October continued to roll through the first three months of this year. The S&P 500, as well as most of the major averages, has gained roughly 10% this year. All...
by Lori Eason | Sep 30, 2022 | Financial Planning
We are often asked to advise on whether our clients should purchase long term care insurance. While we are proponents of being self-insured, when it comes to long term care, with steeply rising prices and the fact that 7 in 10 people 65 and older eventually need some...
