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Wednesday, October 18, 2017

Check out our fall Perspectives today, including tips on health, reducing stress, and seasonal foods! Click here for the full magazine!

 

Wednesday, October 11, 2017

 

Thursday, October 5, 2017

Fall is here! The season of changing leaves, cooler temperatures, and fun fall holidays – like Halloween and Thanksgiving – are coming up soon. Here are 6 ways to enjoy all those fall activities without breaking the bank!...

 

Friday, August 11, 2017

Do you have a down payment? Putting at least 20% down is ideal. It avoids the need to purchase mortgage insurance and communicates to the seller that your finances are strong. If you don’t have 20%, there are programs for...

 

Monday, July 31, 2017

Our 2017 Spring Newsletter is here, and we can’t wait to share it with you. The common trend for this time of year is spring-cleaning, which isn’t always fun but sometimes necessary. The end result can make you feel so...

 

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Thursday, July 27, 2017

 

Monday, July 17, 2017

No matter what generation you are a member of – Baby Boomers, Gen X, Millennial, or Gen Z – I have some free, basic financial advice that will serve you well. “Spend less, save more, and don’t do anything stupid...

 

Wednesday, July 12, 2017

It’s every parent’s worst nightmare: the unexpected phone call telling you that your child has been in a serious accident and is in the hospital. Frantic, you prepare to leave to be with your child as you call the hospital...

 

Tuesday, July 11, 2017

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Monday, July 10, 2017

An important part of your retirement plan is a discussion of the benefits of working, regardless of age. Retirement is no longer an event––it is a segue into an altered definition of life as you know it. One definition of...

 

Wednesday, June 21, 2017

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. We can diversify investments––always...

 

Monday, June 12, 2017

 

Monday, May 22, 2017

Networking has, over the past couple of decades, become something of a buzzword. It’s schmoozing with less emphasis on selling something, and it’s socializing with a professional slant. Sometimes it’s fun, and...