January 11, 2022
Happy New Year! I’m going to help you make it even happier by improving your financial health. New Year’s is a time when many people vow […]
December 27, 2021
Happy Holiday season! Will it be a happy one for the financial markets? And what does next year hold in store? Inflation, interest rates, Covid-19…. As […]
December 15, 2021
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? As I’ve said many times, in my […]
November 30, 2021
A soaring stock market, soaring inflation, up-and-down interest rates. What do we make of it all as 2021 comes to a close, and what does it […]
November 18, 2021
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? Shifting your investment focus from growth to […]
November 9, 2021
What was the name of your favorite pet? Wait, don’t answer! It could get you scammed! We’ve all seen those innocent looking memes on social media […]
November 4, 2021
Sure, ghosts and goblins are scary, but in some ways there’s nothing scarier than retirement. It’s that spooky time of year again. But when it comes […]
October 8, 2021
Last month, I identified several issues that could shake up the markets this fall, and they’ve been shaking them. However, new issues have also emerged. Entering […]
October 1, 2021
Although estate planning can be a complex task, a well-constructed plan can make a big difference in what is left for your loved ones. Before you […]