The Low-down on the 401(k) and the IRA

June 30, 2016

There are many different ways to save for retirement and a whole host of things to consider when tax planning. To reach your personal financial goals, it’s important to consider the resources available to you and review all of your options. The plan for you may not be the same for someone else. The 401(k) … Continued

Debunking the Myths about Financial Planning

June 24, 2016

Myth #1: I need to get my finances in order before working with an advisor. Myth #2: I need to be wealthy. If you want to get your finances in order and are not rich, then you are my perfect client! In fact, you are the perfect client for many of my colleagues at the … Continued

Dear 20-something Me,

June 10, 2016

Start saving today. Sincerely, Your Future Self That is the piece of advice I most wish I could give my younger self. According to the Fed’s Economic Well-Being of U.S. Households report released in 2015, 31% of 18 to 29 year olds have given no thought to retirement planning. I’m here to change that. The … Continued

Divorce and Child Custody: What you need to know

June 1, 2016

If you are separated, divorced, considering divorce or currently in the process of divorce, you know that the divorce process can be extremely confusing and, at times, complicated.  If you and your spouse have children, you may have even more issues to sort through. There are many legal and financial issues to navigate, but the … Continued

All About That Credit: Improving Your Credit Score

May 3, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 4: Improving your Credit Score Over the last few weeks we have discussed various ways to obtain credit and … Continued

All About That Credit: Your Credit Report

April 18, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 3: Your Credit Report Scenario: You decide you are going to purchase a car. You have had your eye … Continued

All About That Credit: Installment Accounts

April 8, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 2: Installment Accounts Are you considering a loan to buy a car, or procuring a mortgage to purchase a … Continued

All About that Credit: Respecting your Credit Card

April 1, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 1: Respecting your Credit Card I’ll be honest – I love my credit card, and here’s why: It generates … Continued

March Madness and Diversification

March 21, 2016

We are nearing the end of the first quarter of 2016, which means March Madness! How are your brackets holding up this tournament season? I would like to say that I’m an informed player this year, but my brackets tell another story. As much as I’d like to, I’m not watching ESPN or talking about the … Continued

Why Financial Planning is for Everyone.

March 14, 2016

Being wealthy is not a criteria. All too often I talk with young professionals who tell me they would love to do some financial planning once they payoff their debt or have some savings built up. Despite the common misconception, being debt free or wealthy is not a prerequisite for Financial Planning. Financial Planning is … Continued