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June 6, 2021

We’ll review when it may be good to consider a 401k loan, and when you may consider not taking a 401k loan as well as various pros’ and con’s to consider. Once you have all the data and determine how it may impact you, then you can make an educated decision on whether or not […]

July 7, 2020

The rule change specifically requires brokers to put the interests of their customers before their own, disclose to customers how they are paid, if they have any disciplinary history and disclose any conflicts of interest that create incentives for them to distribute certain products. Most of you reading this probably already thought your investment guru […]

April 16, 2020

Now more than ever, it’s important that we set aside time to talk to our kids about money. Every day our kids are picking up mixed messages of intermittent panic from the news, dealing with sudden social distancing, adjusting to life without school, and their entire life changing for them without notice. As parents, it […]

March 30, 2020

There is some newfound financial uncertainty given the new realities created by the COVID-19 virus. It’s critically important to pause and evaluate your money situation. I understand the alarm looking at an investment account statement that suddenly plunged, or worrying about cash flow over the coming months, and we work to provide sage guidance through […]

December 19, 2019

The most common type of fraud is called “Phishing”, a social act in which the sender tries to impersonate a legitimate service or company to gain either your personal information or access to personal websites. This is accomplished by the fraudsters creating identical websites to the legitimate ones and prompt you to “update” or “verify” […]

September 10, 2019

First, let’s look at your options: Option #1: Buy New  New cars are expensive, the average new car is $36,000. Most people can’t pay cash for that new car and would need to finance the purchase. That average car over a six-year term at 3.25% interest would be about $551.00/month (for a total cost of […]

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