Broker Check

Blog

Thursday, June 22, 2023

The digital age is a rapidly shifting landscape, affecting everything from how we stay connected to our loved ones to how we bank. It’s no surprise that changing technology and lifestyles warrant adjustments to the way we approach...

Wednesday, May 17, 2023

We’re all familiar with the cautionary tale of the three little pigs; a few curly-tailed pals build their houses with varying construction materials. Retirement planning is much the same. We plan and build and try to choose the best...

Tuesday, May 2, 2023

The financial community has been abuzz over the SECURE Act 2.0 updates that the Biden administration recently put into effect. But it’s easy to miss the forest for the trees, as it’s jam-packed with updates and financial jargon. So...

Friday, April 21, 2023

Spring is in the air, with a flurry of activity underway. You’ve got yard work to do and a cleaning list a mile long, but before you tackle reorganizing the garage, have you thought about the state of your finances? End-of-life...

Tuesday, December 27, 2022

What is financial literacy? Financial literacy is when you can understand and effectively use financial skills to make smart decisions with your money. Teaching financial literacy to your kids will prepare them for life. They will not...

Show All

Thursday, December 8, 2022

Top 10 Songs about Finances through Time For decades, musicians have been writing about love, war, and everything in between. Another popular theme? Money. Whether they’re singing about their stacks of dollar bills or regaling in never...

Monday, May 23, 2022

In honor of Military Appreciation Month, we recognize those in the military as well as their families. Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments and...

Friday, May 20, 2022

Financial Planning Note of the Week: With the possibility of a recession increasing, clients with financial plans that call for major home improvements, major discretionary purchases (vacation home, new car, etc.), or other purchases...

Monday, May 16, 2022

What is Cryptocurrency? The terms “Bitcoin, Ethereum, XRP, NFTs, and Doge” are being used a lot lately. These are, of course, all examples of “cryptocurrency” (or “crypto” as it’s casually known). You’ve, no doubt, been asked by...

Monday, April 25, 2022

In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to counteract them?...

Monday, April 18, 2022

Approximately 20 percent of adults are impacted by mental illness.1 If you, or someone you know, is struggling with their mental health, you may find financial health suffers as well. Why? Because there’s a direct correlation between...

Monday, April 11, 2022

It’s always fun to have a movie night, especially when watching films that celebrate the fun, friendships and possibilities of retirement. Here are a few classic favorites about exploring the unexpected during retirement: Cocoon...