Feb 24, 2021
What plans have you put in place to make sure your kids or grandkids will have access to a quality higher education? Let’s face it, most people don’t think about this critical aspect of long-term investing until it’s too late! I don’t want to see smart and savvy financial planners like you get blindsided by...
Feb 17, 2021
What does it take to put you and your family on the path toward financial success? Does it all come down to luck or happenstance? What role do hard work and personal work ethic play? While I don’t pretend to have all the answers, the truth is, you won’t go far if you don’t put your plans in place. I desire to see...
Feb 10, 2021
Do you know about the benefits that are available to you through Medicare when you retire? If you find yourself completely clueless when it comes to Medicare - you aren’t alone! Some many men and women are preparing for retirement and have no idea how to factor in their use of Medicare. I don’t want to see savvy...
Feb 3, 2021
What are the rules when it comes to charitable giving? Are you able to donate property or stocks? How does your giving impact your tax filing? If you are trying to navigate the complexities of charitable contributions, you’ve come to the right place! As we move right on into 2021 - an exciting new year full of...