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Time for Your Financial Checkup?

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You can’t buy a crystal ball to predict your future. All you can do is be prepared and take good ...
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Untangling IRAs

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Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 ...
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Protect Yourself From Identity Theft

Protect Yourself From Identity Theft

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Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey ...
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Funding Home Improvements

Funding Home Improvements

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My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer ...
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Making Tax Time Less Taxing

Making Tax Time Less Taxing

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What’s the best thing you can do to make tax time less “taxing,” so to speak? Set up your 2017 ...
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Investing Essentials

Investing Essentials

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Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way. The ...
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