Broker Check

Blog

Friday, February 5, 2021

As we head into February, our mailboxes are filling up with various tax documents. With the ongoing pandemic and USPS mail delays, it will be important this year to maintain a “2020 Tax Folder” to collect your documents as...

Tuesday, January 19, 2021

It’s not just your house that might need a little straightening up. Your finances can also benefit from a “cleaning” every now and again. And what better time than the beginning of the new year! Why not take a look at...

Tuesday, January 5, 2021

A new year is new beginnings. This could mean learning a new language, tackling a new hobby, or perhaps decluttering your living space. Whether you are downsizing to a new home or decluttering your current home, the task can seem...

Tuesday, December 8, 2020

Family is a gift that keeps on giving, and one of the greatest gifts you could provide your family members is the gift of helping them achieve their goals and dreams. One of the biggest obstacles many people face when trying to further...

Thursday, November 12, 2020

Thank you to those who attended our recent Post-Election and Financial Planning Discussion on Tuesday, November 10th as we discussed navigating the election landscape and the financial road beyond. Our team of advisors enjoyed the...

Show All

Wednesday, November 11, 2020

Home is where the heart is, but it often involves one of the more important financial decisions many people will make in their lifetime; deciding to refinance your home’s mortgage. It is quite common for people to refinance their...

Tuesday, October 27, 2020

October is National Retirement Security Month, which provides a great opportunity for you to reflect on your retirement goals and consider if your current financial plan aligns with those goals. One of the most important considerations...

Tuesday, October 13, 2020

Whether you love election time or are feeling a bit exhausted by the constant coverage, most of us can agree that the US Presidential Election has a strong influence over the nation and the world. Every four years, the “election...

Tuesday, September 15, 2020

On March 27th, 2020, the Coronavirus Aid Relief and Economic Securities Act (CARES Act) was signed by the President to provide relief to the nation during the worldwide pandemic. The primary goal was to provide timely economic...