November 27, 2018

Life Insurance Mistakes to Avoid

Nobody “likes” life insurance.  Let’s face it . . . considering our own ultimate demise is not the most pleasant thing to dwell on.  Then, there […]
October 18, 2018

Market Pullbacks

It’s easy to be complacent when economic conditions are good and the market is rising without interruption.  But, as we know (but often forget), markets don’t […]
September 19, 2018

Why Aren’t Millennials Buying Houses?

What a difference a few decades make! When I was coming out of college, armed with an M.B.A. and lots of angst about the future, one […]
August 29, 2018

Buying a Vehicle

I can’t explain why, but we’ve had a flurry of calls from clients recently about buying a new vehicle, so I thought I would take this […]
July 13, 2018

Is Your W-4 Withholding Accurate?

We all know that federal income taxes are withheld from our paychecks. But are you aware of the degree of control you have over how much […]
June 18, 2018

Is This as Good as it Gets?

I had the great fortune of attending a conference/vacation in Portugal recently, and, since the trip was part work and part fun, we had to attend […]