The term "Sandwich Generation" was coined in the early 80's to describe women in their 30's and 40's who were sandwiched in between caring for young children and aging parents. Now, as life expectancies increase, and more adult children are taking longer to reach...

The chaotic demands of life these days often mean your finances take a back seat to everything else. But there's a way to bring your financial needs back to the forefront, and, more importantly, keep them there through the process of financial planning. Find out why...

No matter what’s happening in the market, avoiding these 4 money mistakes can help you survive in any economy. Are you making these mistakes?  Find out in this short video. Need help avoiding these mistakes, or need a financial check up?  Reach out!

1% may not sound like a lot, but when you're talking about dollars and cents, 1% can make a big difference over time. How much of a difference?  Find out in this 2 minute video. Have questions on how much to contribute and/or allocate your investments? Just drop us a...

What’s your dream for retirement? Most of us dream of a retirement where our time is our own. But how will you afford those dreams? Social security may help, but it’s up to you to plan ahead. Fortunately, your employer wants to help! Find out why you should consider...

Trade tariffs have been in the news a lot lately. This week’s video talks about trade tariffs and their impact. I recommend you take a peek at this 2 minute video to see what they are all about! And for our clients, trade tariffs are one of this quarter’s investment...

Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research....

Outstanding student loan debt in the U.S. is currently estimated at $16 trillion, a figure that includes both federal and private student loans. Student loan debt is the 2nd highest consumer debt category, ahead of both credit cards and auto loans, and behind only...

As we have reached the deadline to file taxes today, one of the many taxes we pay are social security taxes. Do you know where social security taxes go? The money is kept in two trust funds – one for retirees (the Old Age and Survivors Insurance Trust Fund) and one...

When putting together a strategy to pursue a comfortable retirement, you'll want to consider many factors and risks. One of them is inflation. Why? Find out in this quick video .