By Roberta L. Nestor In years past, New Year’s resolutions have primarily revolved around our health.  Whether that means increasing your fitness, weight loss or adding more meditation – resolutions t ...

By Roberta L Nestor Gifting in its traditional sense rarely has strings attached.  When you purchase something for someone, and they don’t like the gift because it is the wrong size, color or brand, t ...

By Roberta L. Nestor For 8 of the last 10 years, I have written the praises for our caregivers in recognition of National Caregivers Month.  This year, I am at a loss for words that could possibly exp ...

By Roberta L Nestor “Disruption” seems to be another new phrase for 2020.  Did any of us plan for our lives to be this disrupted for such a long period of time?  We understand that each of us are all ...

By Roberta L. Nestor While it may appear that everything is different and the entire world has changed, some things will always remain the same, especially when it comes to basic savings and investmen ...

By Roberta L Nestor With summertime comes summer reading, but this year, summer reading does not have to be about reading books.  In 2019, there were 600 million blogs worldwide in a world of 1.7 bill ...

By Roberta L Nestor Everything looks a little different these days.  And, while we are adjusting to the new normal in our everyday life, we might find ourselves adjusting to a new way to consider inve ...

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 ...