Gerri's Spotlight

  • December 12, 2014

    Budgeting Made Simple

    It seems to me nothing is harder than following a monthly budget. Costs vary month to month and sticking to a rigid plan for spending and saving can be impossible. Apologies to you Quicken and Mint budgeting pros! I admire you, but can’t muster the discipline to do what you do!

  • December 11, 2014

    Year-End Moves to Manage Your Health Care

    With more and more of the costs of health care falling on American families’ shoulders, it’s really up to you to find ways to manage those costs. And, now is an important time to consider some essential moves...

  • December 10, 2014

    Your Year-End Portfolio To-Do List

    The holidays are a good time to take a long, hard look at your retirement portfolio and make sure you are on track for a successful retirement.

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