Barbara Sekely- Financial Advisor

06/17/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

06/15/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

06/12/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

06/10/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

06/08/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

06/03/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

06/01/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

05/29/2026

The financial risks to consider when evaluating self insurance?

05/27/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

05/25/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.