As a Senior Wealth Advisor with 30 years of experience, I understand how unsettling market volatility can feel – especially for those who rely on
The end of the year often prompts many of us to reflect on our charitable giving. For those who itemize their deductions, strategic planning can
It’s summer! And that means you’re probably picturing yourself with a cool drink and your toes in the sand, taking those hard-earned vacation days. While
Have you ever had that “feel good” sensation after volunteering or donating to charity? If you have, it makes sense. In fact, donating to charity
Life is often unpredictable and none of us can know what the future holds. While we all hope for the best, we should plan for
The holiday season can be a great time of year to review your financial situation to see if changes need to be made. As the
Typically, this time of year many of us start thinking how quickly the year is slipping away. It tends to be a great time to
If, as a result of the current national emergency, you are experiencing a financial hardship that is negatively impacting your ability to make on-time mortgage
‘Twas the season of giving this past month – but if you missed the mark at year-end, it’s never too early to start a gifting
No one wants to experience a loved one struggling with dementia or Alzheimer’s, and unfortunately, it’s an all too common reality. It’s estimated that 14.7%
