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John Kageleiry

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Finance 101: We get happier as we age

I have long followed Tadas Viskanta's excellent blog, Abnormal Returns .  As an advisor and planner, I find it to be an excellent resource...

Finance 101: Bull markets

This run in the stock markets, over the past 20-plus months, has been pretty impressive. Since the lows in February 2016, global stocks, as...

Estate planning

When people hear the phrase “estate planning,” most think, “That’s for wealthy people.” And while wealthy people, at least the prudent ones, take the...

Finance 101: Young and out in the world

Let’s face it: Starting out on your own after escaping the cloisters of your parents’ home or college is pretty great. You can now...

Finance 101: Retirement Saving

So you’ve been pretty busy these last 30 years and, for a range of reasons, saving for retirement has taken a backseat. The last...

Finance 101: Planning for healthcare costs

Since the presidential election, the topic of healthcare costs has been front and center in our national discussion. While President Trump’s agenda was recently defeated,...

Finance 101: Divorce?

If you are divorcing, the impact to your finances could be significant, whether you are handling the process via mediation or are headed to...

Finance 101: Financial planning for women

Does financial planning differ between genders? As the old chestnut goes, “Women are from Venus, men are from Mars.” I think we all can...