In The Press

From dating swindles to Bitcoin and cryptocurrency hoaxes, it’s hard to tell the difference between honest offers and scams. Even worse, scams are becoming more creative every day. Here’s a list of [...]

Inflation is downright frustrating. When you look back at what gas used to cost 10, 20, even 30 years ago, it’s frustrating compared to what we are paying today. Back in the [...]

Summer is here, and the beaches, sunshine, and relaxation are all calling your name! Retirement is the perfect time to travel; after all, free time is much more abundant. However, balancing the [...]

This month, we celebrate Memorial Day, a very important day in our country. With honor and respect, we remember the men and women who lost their lives serving our country in the [...]

April 18 — the tax deadline — is rapidly approaching. When it comes to planning for tax season, having a tax strategy is paramount. But if you don’t have a plan in [...]

Every month, while sorting through topics to discuss in the newsletter, I take a look at the calendar of events, and it just so happens that Feb. 1 is National Get Up [...]

Happy New Year! As you likely know, I’m a big goal setter. Every year around this time, I develop goal-setting ideas, and this year is not going to be any different.

The holidays are here! And so is our December 2021 Newsletter. Read for updates on topics relating to financial planning and much more.