A question I have heard for decades is “Will Social Security be there when I retire?” The answer is yes. Similarly with the 2024 election, I’ve been
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The Social Security program is complex and often misunderstood. If you work and receive a paycheck, you understand that you are paying into the system because
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The Trustees Reports for our Social Security OASDI (Old-Age, Survivors and Disability Insurance) Trust Fund have indicated since 2012 that changes need to be
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I met with a lovely couple for the first time recently who asked me to review their current financial situation and importantly, what it would look like upon
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When a new prospective client calls our office, one of the questions they sometimes ask is “What are your fees?” before they tell us what kind of service they
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When people think of estate planning, they often think of wills and trusts. When people think of legacy planning, they often think of the value of the assets
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Thanksgiving is an awesome holiday, with focus on food, family and gratitude. Here are 7 great quotes to ponder.
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We have practiced active management of investment portfolios for over 20 years. The opposite of active is passive management of investments, or “set it and
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2024 is a year of heightened political anxiety and for some investors, worry about what the future holds. It’s good to remember that we’ve made it through
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It’s interesting how our industry has evolved over the years. Before I was born, investors turned to stockbrokers for help with buying and selling individual
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Inflation, changing interest rates, an unprecedented change in a presidential candidate, TWO political assassination attempts (on the same person!), natural
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I have many clients who have charitable hearts and follow their values with giving of their time, talent and treasure. As an advisor, it gives me tremendous
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