Today’s changing health care landscape makes understanding Medicare even more important. Whether you have questions for yourself or a loved one, the following
In a time when many unscrupulous individuals are looking for opportunities to defraud investors, it is more important than ever to be educated about potential
March is Women’s History Month and I want to share some special financial advice just for women. According to the National Women's History Alliance, Congress
A Required Minimum Distribution (RMD) is the amount of money required to be withdrawn from your retirement accounts (not including ROTH IRAs) once you reach age
Frequently I find myself not only giving financial advice but relationship advice too. Our clients turn to us to help navigate discussions regarding money.
I am going to say yes. Let us discuss how watching the upcoming Super Bowl might help you meet a few financial goals of your own. The game and specifically how
The drawn-out election of 2020 is finally over, with Democrats winning both Senate seats in Georgia.
As a result, President Biden will have slender majorities
As 2020 sunsets, we welcome in 2021 with renewed hope that the new year will bring with it, health, wealth and joy. Areas of the economy have been damaged and
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going smoothly and lovely. The next day, there might be an argument
Coping with the death of a loved one is difficult. We constantly encourage our clients to make sure that they have a completed estate plan for their death.
As we approach the 2020 holiday season, this will no doubt be unlike any in the past. Family gatherings and holiday travel will be harder as our world
As we approach the year end (can you believe it?), it is easy to get wrapped up in the busyness of the holiday season, when the last thing on your mind is
