Currently browsing:

Financial Tips

5 Estate Planning Mistakes to Avoid
August 15, 2022

It’s no fun to think about, but we all need to plan for our assets after we pass away. As you prepare for your financial future, consider your estate plan as well. But avoid making these five common mistakes. Placing a bit too much faith in your spouse. You might…

Read More

Is a Recession Looming in the Near Future?
June 20, 2022

Headlines have not reflected cheerful optimism lately, have they? With regard to the economy, many analysts are now predicting a recession that begins in 2023. And the doomsday headlines are everywhere. But is it really so bad? First, what’s driving the speculation of a recession? Basically, analysts look at warning…

Read More

3 Quick Changes You Will Thank Yourself for Making
April 11, 2022

You’ve accumulated a nest egg, paid down debts, and submitted your official notice at work. You’re ready to retire, and everything is all set… Right? Yes, you’re off to a good start. But if you make these three simple changes as you retire, you may thank yourself for the advance…

Read More

Credit Cards Aren’t Always a Bad Thing!
December 13, 2021

When it comes to financial advice, an unfair share of blame is often heaped upon credit cards. Yes, paying with plastic carries some temptation to overspend. And yes, those who get carried away often find themselves trapped in a cycle of mounting interest and endless payments. But credit cards aren’t…

Read More

4 Things to Consider if You’re Shopping for a Mortgage
November 15, 2021

Whether you’re looking to purchase a home or simply refinance your current one, today’s incredibly low interest rates can make this a great time to take on the challenge. But as you know, home prices are also up, and the overall economy feels a bit shaky. Lenders will scrutinize every…

Read More

6 Financial Planning Tips for Millennials
November 8, 2021

Once you’ve reached your thirties, you have probably established a career path and you’ve gotten the hang of “adulting”. Now the next step is to begin planning for your financial future. These tips can get you started on a path to long-term stability. Or, if you have adult children in…

Read More

Baby Boomers Pass on Valuable Financial Lessons
October 21, 2021

As many of our Baby Boomer clients get ready to retire, some have shared valuable lessons that they have learned over the course of their careers and retirement planning. Hindsight is always 20/20, of course, and we endeavor to help clients course correct and remedy any mistakes that they might…

Read More

Government Shutdowns and Failure to Raise the Debt Ceiling: Which One Impacts Us More?
October 17, 2021

We’re pretty sure that you’ve heard all the hoopla in the media: Congress is debating an increase in the debt ceiling, reminding us that a government shutdown could result from failing to take on more debts to cover the budget. For now, the crisis has been averted. On the evening…

Read More

Be on Guard Against Coronavirus Scams
October 11, 2021

Falling victim to a scam is the last thing you need right now. Unfortunately, there will always be con artists who prey on innocent people during times of duress, so your best defense is to learn the signs of a scam and be on guard against them. Economic impact payment…

Read More

Did Your Retirement Plan Survive the Pandemic?
July 5, 2021

Look for a person who was unaffected by the pandemic, and you may be unlikely to find anyone. Many of us have experienced some manner of change to our financial situation, lifestyle, career, and a number of other areas of life. But for older workers, those in the final stages…

Read More

Have questions? Need assistance?

Use the form below to contact us or request an appointment.

    Call (954) 598-0752 or email