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Wednesday, May 15, 2019

Congratulations on your new venture! Starting your own business is one of the most rewarding things you’ll do in life, also one of the most challenging. Here are a few key considerations to help you grow a successful business....

Tuesday, April 9, 2019

If you've read any financial blogs or investment publications, you may see mention of something called a "Roth conversion". You may be wondering what a Roth conversion is, and should you be utilizing this strategy? Let's start with how...

Monday, April 1, 2019

How long has it been since you reviewed your annuity? Did you know that it's recommended to review every annuity annually? As interest rates change, markets fluctuate, and personal financial situations change, there may be a more...

Monday, March 18, 2019

Whether you're getting married or divorced, changing your name legally requires a number of steps beyond changing your name on Facebook. When I got married and was ready to change my name, I somehow managed to do all the steps pretty...

Wednesday, February 20, 2019

If you ask a Financial Advisor who their ideal client is, they may say baby boomers, pre-retirees with big pensions, or people who earn over a certain annual income. But if you ask me, some of my favorite clients are teachers. Let me...

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Monday, February 4, 2019

Divorce is a messy, heart-wrenching, and overwhelming process to go through. In the midst of everything you're dealing with, it may be the most tempting time to avoid dealing with money. But it's also one of the most important times to...

Wednesday, May 30, 2018

If you’ve started planning your wedding already, you’ve probably discussed your wedding budget with your significant other. What may not be as urgent, but is of equal importance, is budgeting how you will spend your money...