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Tuesday, September 11, 2018

Baby boomers are asking: What type of retirement account is right for me? Can I still contribute to a retirement account and if so, how much? When do I need to take withdrawals and how much do I have to take? How are my IRA withdrawals...

Thursday, June 21, 2018

As a female Financial Advisor I am in a unique position to talk about women and their finances. I read a lot of financial industry studies and well-researched news articles that all point to a startling fact. Women fall short when it...

Sunday, May 20, 2018

I’ve been getting a lot of questions from clients about how the new tax act will affect their tax return for 2018. The answer is dependent on each individual tax situation, but the following items are the most significant changes...

Monday, April 23, 2018

In 2007 I entered the financial industry and little did I know at the time, America was on the brink of a major Financial Crisis, which began in 2008. It was an interesting time to be in the business. It was also a rather telling time...

Wednesday, April 4, 2018

If you have college-bound children, this video will provide some essential information for understanding whether you will qualify for financial aid! https://www.youtube.com/watch?v=EL31YACT6qs

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Thursday, March 15, 2018

The question of what to spend on a wedding is one I get asked a lot and there is no single correct answer, what is appropriate for one couple may not be appropriate for another. While the answer is completely dependent on your...

Friday, March 9, 2018

PMI. If you are a homeowner you are well aware of the meaning of this acronym. You might even shutter at the thought. Private Mortgage Insurance. If you take out a mortgage and cannot cough up at least 20% for a down payment, you will...

Monday, February 19, 2018

If your company offers a 401(k) retirement plan as a benefit you may have questions about choosing your investment options. Everyone’s situation is unique, but unique doesn’t have to mean complicated or time-consuming. In...

Friday, January 19, 2018

Welcome to 2018! It is a brand new year and with it, a fresh start for those of us wanting to (finally) make some changes. Topping the list for many is the resolution to save more and spend less. But let’s be honest, if you are...

Friday, December 8, 2017

Shimmering lights glisten; the scent of evergreen so aromatic in the air. With carols resonating everywhere you go, the little ones are full of joy anticipating Santa’s gift-filled sleigh on Christmas morning. I absolutely love...

Friday, November 3, 2017

Being in the Financial Services Industry, I often converse with other financial advisors. One thing I have found is that while all financial advisors are different with regard to their background, firm structure, affiliations,...

Friday, October 20, 2017

Along with over a million other Americans, my personal data was compromised by the Equifax Hack. I found out I was part of the data breach by entering my last name and the last 6 digits of my Social Security number on the Equifax site,...