Broker Check


Thursday, December 9, 2021

The holidays are always hectic but consider carving out some time for year-end financial matters. A number of questions about proposed changes in the tax code have come our way.

Monday, November 8, 2021

Everyone should have an estate plan or a will.  There are several reasons, but let’s touch on the most important.

Tuesday, September 7, 2021

In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law.

Wednesday, August 4, 2021

Are you on track to retire comfortably? What are your financial goals? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings?

Thursday, June 10, 2021

Did you buy your home many years ago? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in your home.

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Thursday, May 20, 2021

We tend to think about charitable donations around the holidays when it’s year-end and your gift to a charity may be sparked not only by your desire to help others, but by tax planning strategies.

Thursday, April 15, 2021

One year ago, the World Health Organization had recently declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.”

Thursday, March 25, 2021

Financial matters are an important part of any couple’s relationship. Face them head on. For some couples, this will be second nature. For others, it’s a challenge, but we’re here to help.

Monday, December 21, 2020

I know it’s one of the busiest times of the year and we have discussed year-end planning in prior conversations, but let’s concentrate on taxes before the new year begins.

Wednesday, November 18, 2020

For the nation, 2020 has been one of the most difficult years in memory. We are grappling with COVID and its fallout, economic upheaval, racial tensions, wildfires, hurricanes, a presidential election, and a polarized electorate.

Tuesday, February 25, 2020

I assume you have been following the news lately, about the Coronavirus epidemic. We have been monitoring the Coronavirus outbreak and we have been deliberating upon proactive measures to mitigate possibly elevated risk exposure.