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Articles


NOW is the time to start working with a Financial Planner Thumbnail

NOW is the time to start working with a Financial Planner

One of the first things I hear people say when I tell them I am a Financial Planner is "I will come see you when I have some money." The truth is you should come see me before you have money in the bank. If you are fresh out of college & starting your career, building a business, a few years into working or starting anything that effects your financial life, you should seek a Financial Planner.

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Social Security - Claiming Benefits Thumbnail

Social Security - Claiming Benefits

What is my benefit and when should I claim? The Primary Insurance Amount (PIA) is the monthly benefit you'll receive if you apply for Social Security at full retirement age

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Fiduciary:  Why is this so important? Thumbnail

Fiduciary: Why is this so important?

In the financial industry there are and always have been good and bad actors. Some bad actors make the front page of the paper while others are either not discovered or their level of fraud does not rise to that level.

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What do all those terms mean? Thumbnail

What do all those terms mean?

If you are part of a work place retirement program, chances are you have fund choices in your portfolio. Once a year you are given the option to pick the funds that you want to invest, but seldom does anyone explain what those options mean.

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