What’s on our mind? You can read about it in our blog. We’re glad to have you reading along.
Wednesday, April 1, 2020
Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many Americans are making financial...
Wednesday, February 12, 2020
You may have read in the news about the SECURE (Setting Every Community Up for Retirement Enhancement) Act that went into effect on January 1, 2020 and wondered if it will affect your retirement accounts. This Act makes some very...
Tuesday, December 31, 2019
Just like so many who commit to exercise and dieting as a New Year’s resolution, it’s also a good idea to take stock of your financial situation and add some fiscal goals. Taking a good look into your overall savings plan,...
Monday, November 18, 2019
Choosing an executor to your estate can be tricky. Here are some things to consider while working through the details.
Tuesday, December 4, 2018
With the holidays approaching, it is likely you are searching for the perfect gifts for the special people in your life. Even more likely, you are spending more money than you normally do throughout the year. I’m here to remind...