Spring time gets us in the spring cleaning mood. Why not also do it with your finances? It’s a good time to review your beneficiaries on your insurances, retirement accounts, and any payable on death appointments. We’ve found people having ex-spouses, deceased family...

2-5-2018 Current market downturns are no fun! Stay focused on your financial goals, time frame of when you plan to take income, and keep your long term perspective. Whether it’s Black Monday October 1987, the internet bubble of 2000 or the great recession of 2008:...

1/22/2018 You never thought you’d see “actuaries” and “wild” in the same phrase, did you? You’re welcome! The Wall Street Journal recently reported, on what we told about back in June 2017, long term care insurance (LTCi) rates are skyrocketing due to (wild?)...

/2/2018 Welcome to 2018! In 2017 equity investment markets were quite strong! Read all about it in this week’s newsletter. I look forward to chatting with you during your 1st quarter market updates where we review the 2017 markets in more detail. Sneak peek at some of...

12/11/2017 Hope you are making it a great week! We have had a lot of news in December that has sent investment markets on wild gyrations with tax reform, Russia investigation, government shutdown news on-going. We anticipate gyrations will continue. When news sends...

11/7/2017 It's been a busy few weeks for Andrés! October 17th and 18th , Andrés attended the Academy of Dental Management Consultants ( ADMC ) national meeting, immediately followed by the American Dental Association ( ADA ) national meeting on October 19 th ! Andrés...

10/3/2017 A lot of sad news around the world the past few weeks - the Las Vegas shootings; Hurricanes Maria and Harvey and their impact in Puerto Rico, The Caribbean, Texas, Florida; and many more places too long to list, including the earthquakes in Mexico, flooding...

It was 2 years ago, last Monday, that we made our move to independence. We are so appreciative for the response and support that we have received! Since our move, we have grown both in staff (having both Olivia and Theresa on the team) and services we offer. The...

Today, September 11th, 2017, is quite a day. We, the United States, remember the terrorist attack on 9/11/01, where we lost 2,978 people. We are recovering from the hurricane damage of Harvey, dealing with the current hurricane Irma and the possibility of more...

I happened to be reading one of my favorite columnists this weekend: Dan Neil. Dan writes the Rumble Seat column for the Wall Street Journal. This weekend Dan was reviewing the 2018 Honda Odyssey minivan. I love Dan’s wit, which for me, is more about Dan’s offbeat...