We often discuss the importance of estate planning, and many of you have diligently worked with your attorneys to create comprehensive plans. A core …
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You are a Target for Scammers
A couple of weeks ago, I received two texts. I didn’t look at these, since I was in a meeting with a client, but then my phone rang. Seeing it …
Staying Connected
Many clients worry about "taking up too much of our time." Please don't! We value our relationships and see you as a partner in working toward your …
Why We Work as a Team on Your Accounts
Traditional financial advisors often work independently, with one representative managing several accounts. However, we follow a different approach. …
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Protect Yourself from Financial Abuse
As your financial advisor, we want to help you reach your financial goals and support your financial security. That’s why we need to address a growing …
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Think Twice before Converting Your IRA to a ROTH
Recently I heard a radio ad that asked: "Will your traditional IRA cost you thousands in taxes?" The financial planner asking this question suggested …
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