One of the hardest things for financial planners to help people accomplish is correcting financial decisions that weren't sufficiently thought through at the
The IRS has released its annual “Dirty Dozen” list of tax scams, and it should come as no surprise that the list indicates fraud of all kinds is on the rise.
We recently found an important potential risk to your financial health and here is the information you need to protect yourself.
According to a recent issue
Many investors regularly experience anxiety related to investing. They wonder:
Am I doing this right?
Am I doing it at the right time?
Am I going
I, like many of you, am an animal lover. I recently got a puppy with my fiancée. Stevie Nicks, the puppy, is a Golden Doodle and quite possibly the cutest
When a spouse passes away, the remaining spouse often feels a natural insecurity about being the sole signer on the bank accounts. They want someone to be
I’m sure you’ve heard the expression, “You only get one chance to make a first impression.” Not only is this true, it’s also very important. It’s critical to
One of the most common questions I hear from people of all ages is, "Should I be paying off debt early?" Student debt is brought up frequently, as is the idea
Our investment philosophy, Evidence Based Investing, teaches us to invest using the academics not the emotions in the market because unfortunately emotions in
This blog provides advice from a client, recently retired from the healthcare industry, who has firsthand experience in being a patient advocate and caregiver
A client called us recently saying he received a letter in the mail from a credit card company asking him to confirm information for a new account. He had no
As if there wasn’t enough to worry about with regard to credit and debit card fraud, another threat has turned up: its called the credit card skimmer. These