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Medicare Annual Enrollment is Open – Tips for Shopping Smart!

The Medicare Annual Enrollment Period opened a couple of weeks ago. Now is a great time to review your current coverage and ensure it is the best coverage for you again in 2016, before the open enrollment period ends December 7, 2015.

Top 10 Tips to Tell if a website is Legit or a Scam

Cyber fraud is becoming a common topic of conversation today.  How are you able to keep yourself safe from internet scams and tricks that end up costing a lot of time and money.  How can you tell if something on the internet is legit or a scam.  I found this article on Mary Hunt's Everyday Cheapskate blog at http://www.everydaycheapskate.com/

Six Gifts for Grandchildren - Instead of giving your grandkids toys, give them an investment in their future.


Toys and games come and go, but if you want to give your grandchildren a gift that will last, think longterm and think investments. These presents aren't the trendiest items on shelves, but they are more valuable and will help your grandkids for years to come.

Should You be the Bank of Mom and Dad to Your Adult Child?

What to do when Your Adult Child Comes Looking for a Loan

It’s an unfortunate sign of the times as an increasing number of adult children, caught in the convergence of a sluggish economy, a slow job market, and tight lending, are turning to the Bank of Mom and Dad for financial help.

Market update: Facing the Fed: Seatbelts or Parachutes?

As your account statements will show, August was a brutal month. The markets greatly needed a breather and it took the issues with China’s currency as the opportunity for a pull back. We have seen some recovery and a reduction of volatility in the last week, but due to investor fears, we feel like we will continue to see some market swings over the next few weeks.

Market update: Facing the Fed: Seatbelts or Parachutes?

As your account statements will show, August was a brutal month. The markets greatly needed a breather and it took the issues with China’s currency as the opportunity for a pull back. We have seen some recovery and a reduction of volatility in the last week, but due to investor fears, we feel like we will continue to see some market swings over the next few weeks.

I'm a Single Parent. How Can I Get Ahead Financially?

As a single parent, you need to understand the financial strategies that can stretch your income and help you lay the groundwork for a secure future. Consider the following lessons to help improve your family's bottom line:

Identify Your Goals

Market Update 8/24/2015

Good morning. We want to be one of the first voices you hear today regarding the stock market. Last Thursday and Friday were pretty ugly and it is looking like today will be even worse. We knew there would be some level of correction sometime between now and the beginning of October.

Market Update

The end of summer has come so quickly. It seems it gets quicker every year!

We are writing today to give you our review of the stock markets and their current condition. The last few weeks, as we are sure you have seen, have been very volatile. The Dow is down 5% just in the last few weeks. The drop has largely been due to the fear associated with the devaluation of the Chinese currency, the yuan.

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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