facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

What’s New

Social Security Claiming Strategies For Single, Divorced & Widowed Women Thumbnail

Social Security Claiming Strategies For Single, Divorced & Widowed Women

Social Security has been around for a long time and was designed in a different time for a different generation. At its inception in the 1930s, Social Security had the traditional family—and the traditional family only—in mind. But family dynamics have dramatically changed since then, and women’s roles in the home and workforce look drastically different.

Read More
A Tale Of Two Economies Thumbnail

A Tale Of Two Economies

In the aftermath of the coronavirus crisis, news about the condition of the United States economy is revealing more than ever the disconnect between two sides of the same coin. On one hand, there is no doubt that the markets have made a spectacular recovery from around this time last year.

Read More
Your 2021 Tax-Preparation Checklist  Thumbnail

Your 2021 Tax-Preparation Checklist

Tax season can be stressful and frustrating even in the best of times; factor in a year full of uncertainty and it’s understandable if you want to stick your head in the sand and avoid it. We’re here to help! Here’s the trick: the better prepared you are, the sooner you can shake off that stress and forget about tax filing until next year. We’ve created a tax-preparation checklist to help you do just that!

Read More
It’s A New Year! Is It Time To Reevaluate Your Financial Plan? Thumbnail

It’s A New Year! Is It Time To Reevaluate Your Financial Plan?

We survived 2020, and now it’s time to transition to a new year and all it will bring! A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. As you enjoy this much-needed fresh start, take some time to think about your long-term plans and reevaluate your decisions, especially in the following key areas.

Read More