The Kids Are Costing Me a Fortune!

“Mommy, can I have that [totally overpriced piece of molded plastic with a bad paint job that doesn’t even do anything and will break within 48 hours] toy? Pleeeeeeease????” Yep. You know this situation all to well. You can even hear the tone of your child’s voice and you can predict exactly what’s to follow!

We Need YOU

This has been the hardest year of my life. In the past 12 months, I’ve lost my two grandfathers who were some of the greatest influences in my life; I experienced the sad and tragic loss of my little brother; I’ve been impacted by the loss of three beloved clients; and I recently lost a close business-mentor of mine. Because my world will never be the same without them, I have spent a great

How to Invest in 2019

The elections are behind us and everybody’s wondering, “What’s next for markets?” The last few months of 2018 have reminded us that market volatility can be scary, yet our economy continues to remain strong. While we’ve seen some slowing, most economic indicators still signal growth and we can’t ignore that fact. My biggest concern, however, is that most Americans allow emotions to dictate

Happy Thanksgiving

During this season of Thanksgiving, it seems more important than ever to count our blessings. I celebrate this Thanksgiving with a grateful heart for all that I have. My family, friends, and clients are so important to me. Thank you for allowing me to be a part of your life.

Buyer Beware: Tips for Safe Online Shopping

Looking for power tools? A vintage Chanel purse? A living-room sofa? Millions of shoppers are bypassing brick-and-mortar stores, as well as their respective websites, in favor of purchasing such items from individual online sellers. For many people, sites like Craigslist, eBay, and Facebook Marketplace sites offer a chance to save on everyday items and luxury products, both new and used—all

Tips for Curbing Rising Healthcare Costs

Healthcare expenses are a major concern for people of all ages, from recent college graduates to those nearing retirement. Average annual healthcare costs per person hit $10,345 in 2016. These costs impact families as well. According to the annual Milliman Medical Index report, a typical family of four insured by the most common employer-sponsored health plan will spend more than $28,000 on

How to Help Your Aging Parents Avoid Financial Mistakes

If you’re concerned that your parents are getting older and worried about their ability to make wise financial decisions, you’re not alone. In fact, 10,000 experienced baby boomers are retiring each day—a trend that will continue through 2030!

How to Help Protect Yourself from Identity Theft

Have you been a victim of identity theft? If not, chances are you know someone who has. According to a report conducted by Javelin Strategy and Research, 16.7 million people were victims of identity fraud in 2017! So, what can do you do help protect yourself and your personal data?

What's a 529 Plan?

Saving for college can feel like an overwhelming task, especially since over the past decade, the average cost of college tuition has risen at more than double the rate of inflation. So, how do you prepare for this major expense? One of the more popular savings options is a 529 college savings plan, but what exactly is a 529 plan?

What Does College Really Cost?

With everyone settling down in the back-to-school routine, now is good time to think about your family's future education plans. Do you want to help your child pay for college? Do you want cover all expenses or only pay for tuition? Do you know how much college really costs? Here's a look at some of the numbers:

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