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Considering how tax efficient your investments are is a big deal. Building a more tax efficient portfolio can improve your chances of keeping more money in your account for your longer-term needs. So, finding strategies to manage for...

HAVE YOU EVER HEARD THESE WORDS? “CONTROL WHAT YOU CAN CONTROL.” IT’S EASY TO SAY BUT THIS YEAR, FAR HARDER TO PUT INTO PRACTICE.Among employed adults in 2020, 68% report their job or employment has been negatively...

Market volatility is a complex subject, but, in simplest terms stock market volatility measures fluctuations in stock prices. Low volatility means small fluctuations and high volatility means large fluctuations.When markets endure...

Do You Know How Rising Interest Rates Can Impact the Bonds in Your 401k?If you're like most people, you own some bonds in your 401k. And, most likely within mutual funds and or exchange traded funds (ETFs). So, it's important to know...

The New Year brings with it the opportunity to make a fresh start. Reviewing your finances after holiday spending is an important part of that fresh start! Here are some tips to create a more modern and user friendly budget called a...

We regularly work with people who are planning for retirement. So, we find it interesting that the MIT Age-Lab recently asked individuals to provide five words for how they imagined their "life after career." Here are just a few of the...

Mark Bova, Co-Founder of Lenity Financial is quoted nationally in Financial Planning Magazine!Check this out…How to Use ETFs to Hedge Against Interest Rates – Financial Planning MagazineRead More

I've recently discovered that I'm becoming part of the "sandwich generation." Heads up—you might be joining me here…Social worker Dorothy Miller, originally coined the term "sandwich generation" back in 1981. The sandwich...

Many wonder in their 40's, "Am I doing the right things?"Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you're well underway with your budget and planning. For others, there's...

Wow! Those letters after your financial advisor's name look important don't they? Any idea what your advisor went through to obtain them? Well, we can tell you because we've been through it…Ever see the CFP® marks after...

"You can't take advantage of an opportunity unless you know it exists." - Mark Bova.Some say the trend is up for yields on the Treasury. Others say yields will remain historically low for quite some time. While it always depends on the...

Are You Uncertain About What an ETF (Exchange Traded Fund) Is? Do You Wonder Why or How It Might Fit Into Your Overall Investment Portfolio?