Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. If there is a specific topic you'd like to hear more about, feel free to drop us an email!

We'd love to hear from you!

 

Wednesday, October 2, 2019

Does your financial advisor understand your student loans? Three questions to ask to find out. Student loan debt has become an enormous issue for many people over the past couple of decades. It affects the student’s finances for...

 

Tuesday, October 1, 2019

Last week we hosted a painting event to allow everyone an opportunity to visualize their ideal retirement. As everyone began to paint, it was clear that people's preferences were quite different from the person sitting right next to...

 

Wednesday, August 28, 2019

Have you considered a Credit Freeze to protect your credit & your minor child’s credit? Data breaches seem to be the top news headline in our day and age. Some big headlines include the most recent, where Capital One was hacked...

 

Wednesday, July 3, 2019

I hope you are enjoying your summer so far! Wanted to wish you a Happy 4th of July 🎆 I am off to Europe today to explore the scenic castles from “King's Landing” (for all GOT fans) and eat cevapi on the streets of Sarajevo...

 

Thursday, May 30, 2019

May is Disability Insurance Awareness Month. I thought this was an important topic to cover, one that is often overlooked especially by small business owners. As Financial advisors, we focus a lot of our time on investing. Typically...

 

Show All

Friday, March 8, 2019

So one of my best friends is having her first baby! I am very excited for her for so many reasons, and I admit-one of them is selfish. Since having my two boys 4 years ago life hasn't been the same. I no longer go to the "adult only"...

 

Wednesday, March 6, 2019

I recently had a meeting with a couple I've been working with for over a year now and I was delighted to hear that they no longer fight about money. That may not seem like a big issue, but disagreements over money is the second biggest...

 

Monday, February 4, 2019

So you want to save more money than you did in 2018? This is a top new year resolution for the majority of Americans, so let’s talk about it. I am a big proponent of new year resolutions, and so every year I sit my reluctant...