I thought I would address a great question I am frequently asked. “Julia, is now a good time to invest? We are near all-time highs in the stock market and I am
Q: Dear Julia: I always planned on being able to retire when my retirement accounts hit 1 million dollars, this July they hit that goal but now I am wondering
Can you believe 2018 is already half over?! Every July we review the first half of the year and then look out over the next 6 months to see what we can
Bad things happen to the best of us, and when they do they seem to come in waves. An emergency fund can work as a life preserver to keep us afloat until the
Deciding on when to retire is not only a financial question but it is important to think about the emotional side of retirement too! After all, in retirement
I want to share some financial advice for our graduates. I have worked as a financial advisor for the past 20 years and hear consistently “I wish I started
Starting to take your social security income is a once in a lifetime decision. The most common considerations are deciding when to start, longevity, spousal
If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement plan
If you are like many Americans, you’ve worked and contributed to the Social Security system for most of your life. When it comes time to start thinking about
Spring is here, and it’s almost gardening season! This is a perfect time to start planning and dreaming about what you are planting, not only in your flower
Life insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money in
Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and review your information? Visit with your
