Happy New Year! You may have made a resolution or two at the beginning of the year…but were any of them financial resolutions? Many people tend to gravitate toward resolutions […]

A LOT has happened since February/March, 2020, but let’s pause for a moment and try to remember what that moment was like in the U.S. That time was characterized by […]

By now, you’ve probably heard that Americans, as a whole, are abysmal at keeping up an emergency savings account. The vast majority of people cannot scrape together four hundred dollars for […]

  Now is the time to step up your savings and start tucking away cash in your emergency savings fund or (with the help of a financial advisor) investing it. […]

It is easy to be driven by fear. In fact, our brains are programmed to respond to anything that prompts anxiety or unease–it’s a survival instinct. But we’re long past […]

In the midst of the COVID crisis, I am determined to be a voice of reason and a calming presence. My hope is that my role as a financial advisor […]

The corona virus scare has shaken our entire nation and the globe. People are stocking up on rice, hand sanitizer, and bottled water. Shelves are bare. Flights are being canceled […]

  Tax season is upon us, which serves as a great time to do an annual review of our financial stability. Most financial experts agree that an annual review is […]