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By Ted Schwartz, CFP® Last year was one of the warmest years on record, but almost all investment markets were ice cold. Unless you only held cash last year, it was a painful time for your portfolio. By last Christmas things looked as grim as they could be and there...

While ongoing home maintenance is a must, the change of the season provides a good opportunity for some extra special attention to your home. Make a list and pick a weekend to check off all of the items. For a starting point here are some areas to focus on in the...

At the end of a year, I always feel a bit unraveled in my financial life and love the opportunity of a fresh start to check in with everything. I use the list below to address items annually.   1. Check in with your net worth. Login to your Blueleaf (if you are a...