In December 2016 Jeff received this letter from Yale School of Management, International Center for Finance, asking him to participate in an important survey conducted by Professor Robert Shiller of Yale University, of opinions and attitudes regarding the stock market!
Yale School of Management
Understanding Your Retirement Account Options
401k, 403b, IRA, Roth IRA… Your retirement savings options can get confusing. I’m here to help. Choosing the right type…
SECURE Act 2.0 Update
Now that congress has passed more changes to the laws around retirement planning, what does it mean for your plan?…
Financial Spring-Cleaning Tips
When you’re spring cleaning your house and yard this year, don’t forget your finances. Just as your house doesn’t clean…
5 Steps Before Retirement
Preparing for retirement is a step-by-step process. But what are most essential steps? No two houses are exactly alike. Yet…