Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or common themes that arise from our conversations with clients, you can read about it here.  We’re glad to have you reading along and hope you will keep checking in.


Wednesday, October 10, 2018

Do you know when you will retire? If you have an age in mind for retirement, and a financial plan to back it up, you are ahead of many Americans who have little or no retirement plan to speak of. That said, recent data suggests that the


Wednesday, September 19, 2018

I am often asked by my clients, as a financial planner, should I have a will or trust? The short answer is YES! If you own assets and want to make sure at death they go to whom you intend them to go, a simple will or trust is a great...


Wednesday, September 12, 2018

There are many reasons why financial planning is especially important for women, but the following article focuses on three important ones: 1. Longevity; 2. The Wage Gap; 3. Providing Care For Others. Like many factors that impact...


Monday, July 30, 2018

Understanding the need to plan for long-term care is important for everyone, especially women. Although many of us don't want to talk about it, the majority of us will have to confront a long-term care event at some point in our lives....