M. Jane Lalli, CFP

02/28/2022

Not a big fan of citizens having automatic weapons, but in this instance, I'll make an exception. Not on your watch, Oma.

02/24/2022

Imagine CNN or Fox "News" air something this intelligent. Thank God for overseas news!

The story of the Ukraine-Russia crisis does not begin in 2021, or 2014, It begins in the 9th century.There was a time when the two countries were one.There w...

12/05/2021

Ho, ho, humbug . . . If we don't learn the right lessons, COVID and viruses just as bad will sweep around the world again. Take-away: No one is too intelligent to have a "whoopsie" (or in this case, and earth-shattering lapse in judgement). Admit it, take your punishment, adjust the process, and move forward. Cover ups don't work. :(

A bizarre and abrupt reversal by scientists regarding COVID's origins, along with clear conflicts of interest, create serious doubts about their integrity. Yet major news outlets keep relying on them.

11/02/2019

If you and your spouse each have 401(k)s, consider a larger strategy that incorporates allocation across both accounts. Learn more about this option and then let’s set up a time to talk.

Married investors can increase growth by having a united investment strategy, an expert says.

11/01/2019

Before reacting to market ups and downs let’s discuss ways to help keep your goals on track.

Market volatility is a normal part of any cycle, but investors still tend to get nervous during market swings . Check out these strategies for staying the course.

10/31/2019

National Cybersecurity Awareness Month is a good time to learn about the types of fraud to watch out for and how to protect yourself and loved ones.

Knowing what to look for is the first step to protecting yourself or a parent from investment scams. Learn about the most common types of investment fraud.

10/30/2019

Did you know that a typical market cycle includes periods of volatility? Hear David Joy, Ameriprise Chief Market Strategist, explain why market swings are natural and to be expected.

Although market ups and downs can be unsettling, they’re a normal part of investing. Ameriprise Chief Market Strategist David Joy talks about what you can do...

10/29/2019

Gray divorce – divorce after age 50 – increased 109 percent from 1990 to 2015, according to Pew Research Center. Here are some important issues to consider when navigating divorce in retirement.

Here's how a gray divorce can affect your retirement finances.

10/28/2019

When world news cause market swings, it’s important to look beyond the headlines to keep things in perspective. We can help ensure your decisions are driven by your goals, not emotions.

Major world events can often cause market volatility . Read up on how investors can keep perspective when the news causes waves in the market.

10/26/2019

Protect your savings and income from unforeseen medical costs. Talk to me about how you can prepare for the unexpected.

Learn more about long term care insurance, HSAs, and other strategies that can help protect you from unexpected medical expenses.

10/25/2019

“No one is useless in this world who lightens the burdens of another.” – Charles Dickens. Whose burden can you lighten today?