What is a Fiduciary?
Nov. 2021 Merriam-Webster defines fiduciary this way: “one that holds a fiduciary relation or acts in a fiduciary capacity.” Not all that...
Three Tips to Temper Taxes
Oct. 6, 2021 Calming concerns about potential tax increases can be challenging when the details remain unclear. So how can you deal with...
Have you considered aligning your investments with your values?
Dec. 2020 As we prepare to round off another year, 2020 proved to be a year one would refer to as “an eye-opening moment in time”....
WHAT DOES ESG MEAN?
WHAT DOES ESG MEAN? #Sustainable investing allows you the consumer and client to align investment decisions with personal belief. I have...
COVID-19 and Market Volatility in 2020
Just as we continue to hear of the spread of the coronavirus and the markets continue to experience significant downturns, let’s address...
The Process of Dying - It Doesn't have to be Scary
In one of my last reviews with a client, I was mortified, to sum up, that the bill for the last 8 weeks of her husband’s life far...
Financial Missteps Made By Married Women
Plan to avoid these common money blunders. A recent survey found that over 60% of women feel they are better at handling money than men...
Two Graduated, Two to Go
When we sent our oldest two kids to college, we were fortunate that both were going to a school that they were happy to be attending to...
Should You Apply For Social Security Now...or Later?
When should you apply for benefits? Consider a few factors first. Now or later? When it comes to the question of Social Security income,...
What Could You Do With Your Tax Refund?
Instead of just spending the money, you could plan to pay yourself. About 70% of taxpayers receive sizable refunds from the Internal...