June 15, 2021

Providing for Adult Children and How It Impacts your Financial Plan

According to Bankrate, a website dedicated to helping people take control of their finances, 50% of Americans are putting a percentage of their retirement savings at […]
May 10, 2021

Why I Became a Financial Advisor

A career is always a remarkably interesting journey.  Some people know at an early age what they want to be when they grow up.  I wanted […]
April 1, 2021

The American Rescue Plan Act of 2021

About a year ago, Congress passed the CARES Act, a massive $2 Trillion stimulus package designed to help boost the economy as it struggled from the […]
March 9, 2021

What are some of the items on President Biden’s agenda that could impact Retirement Plans?

First, there has been a plan discussed to replace the current tax deduction for both IRA and 401(k) plan contributions with tax credits.  This is a […]
February 2, 2021

What could President Biden’s tax-plan look like?

President Joe Biden’s promise to tax the wealthy may include an increase in how dividends and capital gains are taxed. He has called for those making […]
January 15, 2021

2020: The Year in Review

Every January, it’s customary to look back at the year that was.  What were the highlights?  What were the lowlights?  What events will we always remember? […]