Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Major Age Milestones That Can affect Your Retirement As …

There are several considerations and milestones that should be considered when planning for retirement. Here is

Is long term care insurance a good idea?

A study from the Department of Health and Human Services (HHS) indicates that approximately 49 percent

Retirement is not About a Number, it is About a Vision

Early in my career as a financial advisor, clients would often ask me:“What number do I

Should I Convert My House into a Rental?

Why Converting Your Home into a Rental May Be a Bad Idea: Many homeowners, when moving

How To Develop your Financial Goals

Most people who fail don’t fail because they don’t try, it is usually because they don’t

How to Protect My Business in the Event of My Death

What will happen to your business if you’re no longer around to run it? Too many

Can Business Owners Write Off Estate Planning Fees to T …

As a business owner, you’ve worked hard to build your wealth. When it’s time to plan

Planning to Just Golf Won’t Cut It: Avoiding the Bigg …

I love golf. But every day for the rest of my life? No chance. Thousands of

Major Updates to BOI Reporting: Temporary Relief and Fu …

Once again, the BOI Reporting requirements have changed. The most recent announcements from the Financial Crimes

7 Investment Mistakes to Avoid

When it comes to investing, avoiding costly mistakes is essential for building long-term financial security and