Recent Blogs

Let’s Become Financially Fit for 2019

Friday, February 1 2019

Jen and I were asked a few months back to develop a financial educational radio show on WXTK 95. The...

Mitigate Inflation Risk in Retirement

Friday, January 25 2019

I swear that when my kid borrows my car, somehow, my gas just evaporates. Last week I had to meet...

Don’t Let Debt Derail Your Retirement Plan

Tuesday, January 22 2019

Debt is a fact of life. Don't let it derail your retirement plans – have a strategy to manage and reduce debt. These tips can help.

New Year, New Tax Rules: Maximize Your Next Tax Return

Friday, January 11 2019

The new year brings changes to personal income tax law. Find out how to take the best advantage of the changes going forward.

Teaching Your Kids About Financial Literacy

Friday, January 4 2019

It's never too early to teach your kids how to manage money and finances. Reinforce skills that will help them succeed throughout their lives.