Be Prepared: 7 Estate Planning Tips
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.
8 Simple Tips for Organizing Your Finances
Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of your financial situation throughout the year.
Women, Wine, & Wisdom – June 20
RSVP to join us at this fun event on June 20th from 5:30-7:30pm at Bradley Business Center Rooftop!
Exposing the Top 7 Social Security Myths
Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully understand these benefits.
Sometimes boring is good!
Please take a minute to watch me try and spice up a very boring video which provides an economic update. As you’ll hear in the video, sometimes boring is a good thing, especially after the historically tumultuous December and January we witnessed in the markets.
The Accumulator
When clients come into my office, usually the #1 underlying question is “Am I making the right decisions with my money?”. When people ask this question, they are usually wondering if it is better for them to fund a Roth vs. a regular 401k or what strategies they should be using to reduce taxes, etc.
