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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. Let us know if there are topic you want to know about! So keep checking in. We’re glad to have you reading along. 

Monday, June 13, 2022

Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...

Wednesday, May 25, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

Monday, May 16, 2022

Monday, March 14, 2022

Feel like your finances have more control over you than you have over them? Or like you're in a financial hole and just keep sinking? There are ways to take back control of your spending and regain control of your finances. Explore...

Friday, January 28, 2022

Insurance policies don't have to be confusing, once you know just a little about them. The rest is the reason I am here, to serve you and educate you to make informed decisions.

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Monday, December 13, 2021

Sunday, August 15, 2021

Who Should Consider A High Deductible Health Plan? What is a High Deductible Health Plan?A High Deductible Health Plan (HDHP) is a government Marketplace health plan with an annual deductible of at least $1,400 for an individual or $2...

Thursday, August 5, 2021

Which documents should you keep?And which ones can you shred? Everyone is guilty of holding on to documents for too long. Whether you feel like it has real value, or you're keeping it for fear of needing it, this can create quite a...

Tuesday, July 6, 2021

Keep Growing After Your Career is Over Reap the benefits of learning. You worked hard in your career. You put in the necessary years to get your job done and felt fulfilled in doing so. And now you’re retired and are interested...

Tuesday, May 4, 2021

Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...

Thursday, April 15, 2021

Keep Your Estate Plan In Order Is your estate plan still up to date? There's no time like the present to revisit your latest draft. Even if you're retired and have created a plan for your estate and assets, it’s still a good...