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Often times with new legislation comes many questions and uneasiness. So, let me take a moment to break down some of the major changes, and highlight how they might possibly affect you…

Markets welcomed the positive resolution of several key macroeconomic unknowns in the fourth quarter, and that improved clarity sent the broader stock market higher over the past three months. The solid fourth quarter gains helped the S&P 500 index achieve its best annual return since 2013…

Make no mistake about it, building wealth is the primary goal. Clients tend to focus on accumulating pools of money each for a specific purpose when in reality it is all about building wealth by growing overall net worth. It is important for investors to use a variety of account types in an effort to better prepare for life events whether it be a blessing or a storm….

The old saying, “Don’t put off until tomorrow what you can do today,” is very true for participating in a company sponsored 401k. The most important thing that millennials have is time. Investing over time allows you to take advantage of what Albert Einstein called “the 8th wonder of the world”- compound interest…

As we continue through the fourth quarter of 2019, the market continues forward on an exuberant run filled with general optimism and investor emotion. The U.S. markets continue to march forward on the momentum of a strong consumer…

During my tenure as a Financial Advisor, I have had the privilege of seeing many clients enter into retirement. It has been interesting to hear them share their stories of what now occupies their time and the joys and pains that come with that…

It’s estimated that 10,000 baby boomers reach retirement age every day. While age may be a commonality among this group, how they choose to spend their free time may be quite different. Certainly, some retirees stick to the traditional archetypes: The Leisure Lover who naps, reads and…

Retirement seems to be the reward for decades of success. But just like building a career, saving for retirement takes work and dedication. What lessons have you learned as you and your advisor planned how you’ll fund 20 to 30 years of retirement? What do’s and don’ts would you share with…

Tell us if you’ve heard this before. File for Social Security as late as possible. Sound familiar? That’s because conventional wisdom and a little bit of math tell us that waiting at least until full retirement age (between 66 and 67, depending on when you were born) will net a larger monthly payout than…