Blog

Planning for the holidays is stressful. Planning early by setting a budget and saving enough to cover it can help you to keep the holidays merry by avoiding financial woes.

How Can I Protect Myself from Identity Theft? The quick answer is you can’t. That being said, there is a lot that you can do that will make it a lot harder for criminals to steal your identity. So what can you do?

There is one major life event that we all must face, death. It is a good idea to prepare now while you and your loved ones are clear-headed and are not suffering from the emotional duress of loss.

As a Financial Advisor, I talk to clients about all aspects of their finances, including their mortgage. The question I am often asked is, “Should I pay off my mortgage before I retire?” My answer used to be: “No...

Social Security has been in the news again lately. The 2019 Annual Report of the Board of Trustees revealed that the Social Security trust fund can no longer guarantee full benefits by the year 2035[1]. This is one year later than was...

Whether it’s big or small, growing or declining, living within your wage allows you to live your best life. Ultimately, isn’t that what we are all trying to do?

In life, there are two things that are certain, death and taxes. Even though you can’t avoid paying taxes, you can have some control over when and how much you pay. The government has generously given taxpayers some retirement...

Do you have a son or daughter who is 18 or older? When you were thinking of a birthday present for your newly minted adult child you probably did not consider legal documents but, maybe you should have. Even though you may not consider...

Tax season is stressful! One of the most important steps in tax preparation can often be the most challenging: gathering all forms and documents. If you received income from someone other than your employer (a bank or financial...

There are two kinds of working people: Those who work because they HAVE to work and those who work because they WANT to work. Most of us aspire to be in the second group. So, how do you get there?

The recent government shutdown brought to light a very real issue that anyone could face at any time. What would you do if you suddenly stopped getting a paycheck and you did not know when you would get another? Fortunately for many...

Good news for retirement account savers. For those making contributions to retirement accounts, the limits have gone up in 2019, something that has not happened since 2013. How it will affect you: 401(k) contribution limit $19,000 up...

My Dad always said “Make reversible decisions quickly and make irreversible decisions slowly.” That advice has saved me countless times in my life. Over the past few years, the lottery has had several large jackpots, many...