Is it your goal to get a better understanding of your finances this year? While it makes sense to work with a professional who can help manage your money, it’s important that you communicate regularly with him or her, becauseREAD MORE
Insights & Tips
As a financial planner, my basic role is to help people make their lives better, whether it’s through realizing their dreams or simply organizing their finances. In more than 20 years of working with clients, I’ve found that the mostREAD MORE
Retirement can be the best stage in a person’s life, and the quality of life during senior years is drastically enhanced by staying active. It’s no secret that participating in physical activities at any age is one of the keysREAD MORE
Valentine’s Day is the third-largest consumer holiday in the U.S., with about 19 Billion dollars spent in Cupid’s name each year. It’s big business for florists and chocolatiers, with over 4 Billion dollars spent per year on flowers and candyREAD MORE
We love our teen and young adult children dearly. But financially speaking, they can be more of a liability than an asset. We know that part of their growth is to learn that their actions have consequences. Sometimes, those consequencesREAD MORE