The Bottom Dollar Effect and Moments in Motherhood
It’s hard to believe the summer is almost over and kids will be going back to school soon. A few weeks ago I bought my son new school uniforms for…
Take Charge of your Finances
Financial and Physical Fitness: They don’t have to be mutually exclusive
Working with clients to improve their financial futures and optimize financial fitness has become a passion for me over the years. While I have always loved working with people and…
Should I contribute to a Roth or Traditional 401k? 5 Key Considerations
This is a question we usually hear frequently when clients are filling out employment paperwork for a new job or during open enrollment time. Contributions to a 401k have traditionally…
Social Media and the Fear of Missing Out
The rise of social media has brought with it many blessings and curses. Being connected allows us to keep in touch with old friends and establish connections with acquaintances who…
Fiduciary: What you need to know
If you follow financial news at all you have probably heard the word “fiduciary” A LOT lately. This is good news as it means better advice for clients and fewer…
The Power of Delegation
Delegation can improve your finances, reduce stress, and let you focus on what is most important to you. “The best executive is the one who has sense enough to pick…
Don’t Let These 10 Mistakes Ruin Your Retirement
As a financial planner I see many retirees make smart financial decisions and others make unfortunate, avoidable mistakes. Below is my list of the top 10 retirement mistakes to avoid.…
Financial Dilemma: I’m Out of Time
“I can’t afford to lose any money at this stage, I’m out of time.” This is a phrase we hear occasionally from clients in or on the cusp of retirement,…
6 Tips to Increase Your Online Financial Security
In an increasingly digital world, security of personal information remains in the forefront of our concern. Great emphasis should be placed on keeping your information safe and secure when navigating…
Why You Should Own Bonds
When one thinks about portfolio diversification, bonds, in addition to US and International equities should be evaluated. An investor may be tempted to overlook bonds altogether given that investing in…
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We break down some of the most important questions we are asked on a regular basis.