Bitcoin? What in the heck is a bitcoin? This new form of currency has been in the headlines lately, mostly due to stories about its popularity amongst the online underworld, as […]
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8 Financial Tips to Protect Yourself when Leaving a Relationship
Though no one likes to imagine that their relationship won’t last, statistics indicate that 36 percent of all marriages end in divorce. While the dissolution of a marriage or the […]
Read More6 Myths About Money and Investing
I wish I had a dime for every time someone called me with a hot tip or a new investment idea. Boy I certainly would be a rich man. I […]
Read More5 Tips for Parents – Talking to Adult Children about Family Finances
Though it may be hard to imagine a time when your children are charged with taking care of you, instead of vice versa, this situation is growing more common — […]
Read More10 Key Tips for Pre-Retirees
Ah, retirement. Whether you dream of living on the fairway, traveling the country in an RV, or simply enjoying a relaxed lifestyle free from the worries of the daily grind, […]
Read More6 Tips for Navigating the Affordable Care Act
For the more-than 48 million Americans without health insurance, the launch of the Affordable Care Act, or ACA, represents the opportunity to obtain health coverage, often at a subsidized cost. […]
Read More5 Key Retirement Strategies for Women
When it comes to retirement planning, women face a double whammy: Not only do they tend to live longer than men – by an average of three years – they […]
Read More4 Reasons to Use Wealth Vision Software for Your Financial Planning Needs
Many of the individuals I work with are between the ages of 40-55. These people are often known as the Sandwich Generation, as they are often caring for aging parents […]
Read MoreInherited IRAs
Hopefully my clients will be well prepared when an unfortunate but inevitable death occurs within a family. When dealing with inherited IRA’s, there are distribution and tax implications. If one […]
Read MoreWhat it means to be a Holistic Financial Advisor
If you google the term “Holistic” you will see that it is defined as a diverse field of alternative medicine in which the “whole person” is focused on, not just […]
Read More4 Important Facts About Long Term Care Insurance
Your financial plan is not complete unless you have some protection from Long term Care, even as costs of plans rise and insurers drop out of the market. Long term […]
Read MoreWhat is Comprehensive Financial Planning?
I like to describe myself as a financial advisor who looks at the “whole” picture before making recommendations to my clients. Too often I see families making decisions in a […]
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