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Do You Have Financial Regrets?

A recent Bankrate study found that only 17% of Americans have no financial regrets. Among the choices in the survey that included taking on too much credit card debt and student loan debt, the biggest financial regret chosen was not saving early … [Read more]

Preparing for Your Endless Summer

As my children conclude yet another school year this week, I am reminded of the weightless feeling I experienced at the end of each school year growing up. However, just as my excitement turned to boredom as a child, I expect my children to quickly … [Read more]

The DOL Fiduciary Rule and Legacy

Financial news has been filled with the new DOL Fiduciary Rule, which was finalized Wednesday, April 6, 2015 and will go into effect January 1, 2019. What is the DOL Fiduciary Rule? Introduced five years ago, the final version of the rule requires … [Read more]

Why I Became a Financial Advisor

From an early age it seems that I have always been managing money. My parents gave me an allowance for helping around the house, and I had to use my savings to make some of my purchases. They also owned a small business and I helped count the money … [Read more]

How to Manage a Windfall

I was recently at a fundraiser where one lucky raffle winner won a grand prize of $5,000. When asked what she was going to do with the money, the winner responded that she was going to pay off some of her debt. I was impressed with the winner’s … [Read more]

Why You Need Access to a Vault

One of the biggest hassles at tax time can be gathering and organizing all the tax documents to give to your CPA. But what if you had a place to store your documents throughout the year that was secure and online, giving you convenient access anytime … [Read more]

Why I Became a Financial Advisor

After many years in the banking industry, I was at a crossroads. While I enjoyed working in the financial industry and helping people and businesses finance their dreams, I was tired of the regulatory nature of banking. I wanted more of a direct, … [Read more]