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
Insights & Tips
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
A 2014 study of retirees done by Merrill Lynch and Age Wave led to the following conclusion: “Retirees say health is the #1 ingredient for a happy retirement.” Financial security, family and purpose were all important, but health was tops.READ 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