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Get a Smart Start

The electronic age has increased our productivity, yet compromised our financial safety. With threats all around us – like shifty telemarketing, phishing, scamming, spamming, and malware – we need to be on guard. Staying alert and knowing what to say…

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What to Give the Grandkids?

Traditional gifts of the season tend to get broken, forgotten, or discarded far too quickly. Why not give a gift with long-term impact and long-term value? Here are three ideas that will transcend the season: Roth IRAs, Uniform Gift to…

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Thankfully Realistic

As Thanksgiving approaches, we begin  a season of buying and giving. We make lists and hunt for perfect gifts. We spend more time with family and friends, entertaining, eating, and celebrating. It is an exciting time of year, but along…

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Left Behind

In an effort to protect funds and plan for the future, people choose beneficiaries, strategically shift assets, or add joint owners with good intentions, but often without fully understanding the potential ramifications. Poor decisions can be costly, sometimes causing beneficiaries…

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Take a Closer Look at Cash Flow

As a financial advisor, one of my goals is to help clients align their money with their deepest held values – and keep it there. This typically involves a learning curve and a process, with the most important part being…

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Back-to-Budget Basics

Do you think money grows on trees? How many times did you hear that one  as a child? During my teen years, when fashion trends were dictated by Izod and Calvin Klein, my parents must have thought I really did…

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Your IRA, On a Roll

There’s so much to consider when changing jobs, including the potential impact on one’s retirement assets. A job transition provides the opportunity to not only evaluate, but perhaps gain control over company-sponsored retirement plans. Why choose a rollover? Employers typically…

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Your Child’s Future

When you have children, it’s like God flips a switch. You may go from living in the moment to wanting to make future plans – including financial plans for your children. Where do you start? With a college fund, or…

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Financial Risks

Risk is everywhere, no matter how hard you try to avoid it. With financial risks, some are obvious, others are hidden. The big question is, which financial risks should you avoid, insure, or assume? Inflation, interest rate, market volatility, and…

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