The evolution of a financial plan will change over time, however, the process will always remain constant. [Read more…]
Social Security and Working
Can I work and collect Social Security at the same time? Well only if you follow these rules. [Read more…]
What Every Wife Should Know
You and your husband prepared to retire together then the unfortunate happens. Here are some points to be prepared about if your husband predeceases you. [Read more…]
What I Worry About
Ever wonder if your financial advisor worries? Well I worry about my clients all the time. Here is a few things I am always concerned about that can destroy even the best laid plans. [Read more…]
Markets Down. What to Do
It’s been a rough start to 2016, however, understand that it’s “Time in the market that builds returns, not Timing”. Let’s look at some things that we can do during market declines. [Read more…]
What Our Initial Meeting Looks Like
As is so often the case, we fear what we don’t know. It can be a daunting task to have the courage to finally face your finances head-on and make the decision to meet with a financial advisor. If you have thought about it in the past to meet with me but have been fearful and don’t know what to expect, I thought I would share with you some information as to what will happen at our initial meeting.
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