Western Stars Inspiration

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Anyone who knows me knows how much music is a part of my everyday life.  I especially enjoy live concerts and prefer smaller venues over stadiums.  I listen to a variety of genres depending on the mood I’m in or one I

Spring Cleaning for Financial Documents

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Before you clear off your dining room table, putting away those tax documents, take this opportunity to organize your financial records.

Why Do I Need a Durable Power of Attorney?

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What happens if you’re in an accident and can’t communicate?  Or if you suffer a brain injury and need funds transferred to pay your mortgage? You may be wishing you’d executed a Durable Power of Attorney (POA).

Understanding the SECURE Act

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On December 20th, a significant piece of retirement planning legislation was quietly passed into law, incorporated into the spending and tax extenders bill.

The Fiduciary Rule - 2.0

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Last year I wrote about a new regulation introduced by the Dep

6 Important Questions You Should Ask When Hiring a Financial Planner

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If you’re considering hiring a financial planner, make sure to raise these six critical questions:

1) What credentials or certifications do you have?

The Fiduciary Rule - A Matter of Trust

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I’ve been fortunate enough to spend 35 years as a financial advisor. Over the years, the industry has evolved from its humble roots in the brokerage and insurance space.

Three Often Overlooked Planning Opportunities for Parents with College Students

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If you’re one of the many parents who shipped your child off to college earlier this year, you were probably caught in the whirlwind of orientation, move-in day, tuition, roommates, food money, and much more.

Three Options for Financing your Home Renovation

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Renovating your home is a great way to increase your equity and improve your current quality of living! Depending on your situation, you have a few options in financing these upgrades.