$1 million sounds like a dream, doesn’t it? And while I, like you, wouldn’t turn down that amount of money, it no longer guarantees financial security
The Biggest Financial Mistakes I See
As an independent wealth manager, I get all kinds of reactions from everyone who steps into my office. From fear to confusion to stress and sometimes
Love And Money: Financial Planning Considerations For Couples
Talking about money, especially with a significant other, is a topic that can go a number of ways. Maybe you are one who enjoys discussing your
Only 1 In 3 Adults Are Financially Literate
Chances are, if you’re reading this article, you know more than most when it comes to the basic financial concepts that impact your portfolio.
Strive to Make the Most of Extra Income
Now that the new year has arrived, you might be deciding what to do with your year-end holiday bonus. Or, maybe you received the good news that you've
What We Can Still Learn From the Great Depression
After a massive stock market crash in 1929, the entire world struggled through the Great Depression for roughly ten years. While we have experienced a
How Safe is Online Banking?
Way back in 1798, three men accomplished the first known bank robbery. A porter named Thomas Cunningham stayed at the Bank of Pennsylvania after his
The Surprising Pitfalls of Accumulating Wealth
Accumulating wealth is always a great thing, right? Well, mostly. Obviously we want you to enjoy financial security and a long, healthy retirement.
How Prepared Are You?
In the financial planning world, we tend to focus heavily on preparing for retirement. But of course, there are other aspects to creating a healthy