With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It's important to regularly evaluate your financial situation, and a small investment of review time can help ensure you're on ...
Financial, Investment and Estate Planning Blog
Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!
In the wake of the pandemic, more than half of all Americans could end up struggling financially in retirement.A lot of that has to do with recent market volatility both domestic and international. Over the last ten years we've seen the market break records over and over. However, that cycle has changed, and many losses have already occurred. For s...
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Even if you've been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help you feel more confident when evaluating your financial strategy. Of course, understanding complex financial terms and co...
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