Market volatility can be unsettling, especially when you see your investments fluctuating day by day.
Read More
A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it.
Read More
Lately, our clients have been asking if they can hold NFTs (non-fungible token) in their IRAs (Individual Retirement Account).
Read More
Back in May 2023, I wrote about investing in a dog’s mental health. Here we are, more than a year later and I thought I’d catch you up
Read More
It is a loaded question and one that changes depending on what need or want you are referring to.
Read More
It all started with magazines and the thrill I got with each delivery. There was a whole new world of information and potential to explore each month.
Read More
With so many Gen Zers moving into the work force and establishing long term careers, their focus starts to shift to the next symbol of adulthood – owning a home
Read More
We wrote two articles in 2022 about Treasury Series I Savings Bonds, given their popularity that year. If you need more information on how these saving bonds
Read More
A few months ago, I realized that I needed some help.
Read More
My husband likes to tell me not to anthropomorphize our dog by giving him human feelings and emotions. But the reality is that humans have done such a good job
Read More
As a financial planner, I often hear clients comment that their teenage, or even young adult children, have a limited understanding of savings and investments
Read More