Things you and your kids aren’t learning in school

As children grow into young adults and become personally responsible for managing their own finances, have you ever thought to yourself why the subject of ‘personal finance’ is not required coursework in school? Why are we expected to have the basic knowledge on taxes, money management, insurance needs, estate planning, retirement accounts, and credit, if Read more about Things you and your kids aren’t learning in school[…]

What your credit score says about you

I recently heard a radio talk-show host discussing the myriad of ways single people can meet up with the ‘hopeful’ love of their life, or if anything, at least a nice night out. And whether they meet through e-harmony.com, match.com, zoosk.com, or any other social app that might promise a successful connection, there is (among Read more about What your credit score says about you[…]

Millenials Need Financial Planning

“The Millennial Generation” However a name identifies an entire generation or population of people, there are several irrefutable truths associated with the term ‘millennial.’ These truths are validated by report after report, and statistic after statistic…and provide insight into why, how, when, where, and what millennials act, do, and say. Millennials are: Highly educated Incredibly Read more about Millenials Need Financial Planning[…]

Staying in Touch

Communication: [kəˌmyo͞onəˈkāSH(ə)n/]  1) the imparting or exchanging of information or news; 2) means of connection between people or places, in particular. Because effective communication between a client and his/her advisor is a vital part of maintaining a trusted relationship, I am taking a short survey to help my clients get the most out of the services Read more about Staying in Touch[…]