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Thursday, July 1, 2021

Considering College? Recently, I had a meeting with a young couple in their 30s. The discussion started with a question, “Should they be saving money for college for their 2 children?” This is an incredibly good question. I...

Tuesday, June 1, 2021

With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery.In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the...

Saturday, May 1, 2021

Social Security…to file or not to file? That is the question. Recently, I met with clients that were nearing retirement to review their retirement income plan. We discussed their investments, their continued savings planning, and...

Friday, April 2, 2021

Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits.A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra...

Monday, March 1, 2021

Is a ROTH IRA for me? As a financial advisor for over 16 years, there are many questions that I get from clients about retirement, about saving, and about insurance. One of the most common questions that I receive pertains to whether a...