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Shikha Mittra | Jun 21, 2022

Why Bear Markets Shouldn’t Matter for Baby Boomers or any Investors

Finance
Premium
The ubiquity of the financial media has Baby Boomers anxiously pinned to their TVs, computers and investment magazines as the so-called experts prognosticate on
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Shikha Mittra | Jun 14, 2022

8 Tips for Paying High Medical Bills

Premium
Tax Planning
Next to the IRS, the most formidable and intimidating institutions people will face are the insurance companies and the medical care complex. Both are at the
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Shikha Mittra | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Shikha Mittra | May 31, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Shikha Mittra | May 24, 2022

An Emergency Fund for Life Unexpected

Finance
Risk Management
One of the first lessons of finance we are taught, by our parents or through some basic personal finance course, is to make creating an emergency fund our top
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Shikha Mittra | May 17, 2022

Are Alternative Investments Right For Your Portfolio?

Finance
Investments
Are Alternative Investments Right For Your Portfolio? In recent years it would be difficult to read any financial newspaper or website without seeing headlines
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Shikha Mittra | May 10, 2022

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
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Shikha Mittra | May 3, 2022

Debt and Retirement - How to Handle both when Nearing Retirement

Finance
FINRA Reviewed
An increasing number of Americans are facing an uphill battle just trying to save enough and earn enough on their savings to be able to retire on time.
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Two men sitting at a table and having a conversation
Shikha Mittra | Apr 26, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Shikha Mittra | Apr 19, 2022

How to Choose the Right Investment Advisor

Finance
FINRA Reviewed
Investments
With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools, once only available to
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Elderly woman doing yoga in a park
Shikha Mittra | Apr 12, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Shikha Mittra | Apr 5, 2022

Planning for the Long, Long Term

Finance
Retirement
Most people looking to implement a financial plan are making decisions with the long term in mind. While what long term means tends to vary depending on factors
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