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Margin for Error

Anika was humbled when respected financial journalist and veteran Wall Street Journal writer Jonathan Clements asked her to contribute a chapter to his new book, My Money Journey. In it, she
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Money Pit

An Estate Plan for Your Digital Assets? Yes, You Need One.

We’re all aware of the importance of having legal documents in place, such as a will or trust and advance directive. While your intentions for personal assets like grandma’s engagement
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Buy or lease a new car

Should You Buy or Lease Your Next Car? Five Questions to Help You Decide

The average age of a vehicle on American roads reached a new record of 12.2 years in 2021. Advances in quality and technology may be partly responsible for people hanging
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strategies for sustainable investing

3 Strategies for Sustainable Investing

As climate change disasters such as wildfires, floods, and intensifying storms seem to be increasingly common, many people are looking for a way to encourage companies to enact positive change,
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concentrated stock holding

Is Your Concentrated Stock Holding Worth the Risk?

  Earlier this month, stock of Facebook’s parent company Meta dropped a whopping 26%, its biggest one-day decline ever. Mark Zuckerberg, Meta’s chief executive, saw his personal “paper wealth” decline
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What to Do if Your Identity is Compromised

According to Consumer Affairs, the U.S. experienced a 311% increase in identity theft victims from 2019 to 2020. This is partly due to the number of people working from home.
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