By Roberta L. Nestor It happens! Most people have had several financial advisor relationships over their investment lifetime. It makes sense. As investors we have different stages and financial needs ...

Presented by Roberta L. Nestor As we made our way through 2019, signs of softening economic conditions became increasingly apparent, even while consumer confidence remained high and job growth came in ...

By Roberta L. Nestor Establishing credit is easy.  Establishing good credit is not, especially for a young adult.  Building credit is necessary if you want to take out a loan for a car, house, or even ...

By Roberta L. Nestor Each year our President signs a proclamation declaring November as National Family Caregivers Month.  This year’s proclamation begins with:  “Selfless Americans across our country ...

By Roberta L Nestor What is it about the markets in October that make investors jittery?  Despite recent years of having somewhat mild October markets, investors still show hesitation at this time of ...

By Roberta L Nestor For those entering their senior year in high school there will be many things on your “to-do” list.  If you are college bound, your list will also include finding the best way to p ...

By Roberta L. Nestor A student’s senior year in high school will come with many social and academic challenges.  However, nothing is more difficult than the college application and financial aid proce ...

Every summer I try to capture a few great reads on financial planning.  Sounds boring, doesn’t it?  However, over the years there have been several books that have a way of making finances and money i ...

By Roberta L Nestor Inheritances come in many forms.  It can be anything from a family jewel, to a house or investments.  Regardless of its form, receiving an inheritance can impact your taxes.  In ma ...

By Roberta L Nestor Mother’s always know best, but yet we still question some of the advice given to us by our mom’s - especially when it comes to finances and when that advice sounds crazy and old-fa ...

By Roberta L. Nestor In this new paperless world, how is it we still manage to accumulate so much paper?  Magazines, newspapers, junk mail, flyers, brochures, receipts, bills, tax returns, bank statem ...

By Roberta L. Nestor Yes!  It is officially tax season and millions of American’s are scrambling to get all of their tax documents ready for their tax preparers.  In December of 2017, Congress passed ...

By Roberta L. Nestor No matter how you look at it investing is an emotional experience.  Investment experiences can be equated to a love and hate relationship.  Love it when you are making money and h ...

Presented by Roberta L. Nestor As we approach year-end, we find ourselves in unfamiliar territory.  Over the past several years, despite mounting worries about politics and other issues over the past ...

By Roberta L. Nestor We all love to give our children and grandchildren the “special gifts” or the “must have” items that appear on their list.  However, the price tag on some of the popular tech ...

By Roberta L. Nestor November is National Family Caregivers Month.  How many caregivers are there in the U.S.?  Approximately 43.5 million caregivers have provided unpaid care to an adult or child in ...

Presented by Roberta L. Nestor As summer turns to fall, flocks of recent high school graduates leave the nest and head off to college or university for the first time.  Their parents are faced with a ...

By Roberta L. Nestor Who is educating our children about personal finance?  According to a New York Times article written in January, most states are severely lacking when it comes to teaching high sc ...

By Roberta L. Nestor Reading about money and finance does not have to be boring!  The selection below is a combination of unique reads that you might find informative, fun and some worthy of a page tu ...

By Roberta L. Nestor Financial navigation in this new world is challenging and it is different.  Just ask any young adult.  The combination of college loans and lack of jobs are massive contributing f ...