Resources

Bruce Helmer covers how to give thoughtfully and effectively throughout the holiday season.

Bruce Helmer talks about the reasons why we may want to shed a large house as we approach retirement but some of the problems you need to consider before taking the leap.

For decades, the term “sandwich generation” has generally applied to adults (mostly women) taking care of their aging parents and minor children at the same time. But as baby boomers age out of the sandwich generation, their replacements, estimated to be about a quarter of U.S. adults, are facing new challenges. For one, Gen-Xers and millennials are beginning to take care of their (now aging) parents while still supporting adult kids — at home or otherwise — and, in some cases,

The stock market continues to defy expectations. In 2022, Wall Street predicted that rising rates would cause another down year and likely lead to a recession. Instead, corporate earnings have proven to be resilient, the jobs market is robust, and core inflation, despite volatile gas and food prices, is generally subsiding to normal levels. Stocks have done much better than many imagined.

How creating a budget and scrutinizing recurring and unnecessary charges can help balance your portfolio.