Alert: Read the Fine Print!
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors solicit
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Find Your Financial Health Fitbit
I wonder how many people in the world now own a fitbit, or some other fitness measurement device. To
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We sometimes find it hard to get our clients to focus on the main thing. In this day in age, it’s so easy to track performance of an
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“What goes up, must come down.” Whether you attribute that quote to Isaac Newton or the band Blood, Sweat & Tears, it is a fact of life
I was at a conference this week, where there were many different financial advisors listening to many industry leaders talk about how to give advice, what new
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So you own/or are looking to own a property that’s out of state. Maybe you are moving and deciding that instead of selling your home, you’ll
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Every year, in the week leading up to vacation, I think about how I spend my time and how much I look forward to being away from work for a
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The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury in the media about the
Sometimes, it’s really hard to make decisions. The more important the decision at hand, the more likely there are multiple factors or variables that we
Downsizing one’s home has long been a strategy for empty nesters. The kids are gone, rooms aren’t being used and the maintenance or upkeep feels like a
We live in an age where information is abundant and cheap. How many of us read mainstream media headlines instead of seeking expert opinions and doing
