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Tuesday, December 10, 2019

Is Your Financial House in Order?The end of the year is approaching and it's a great time to take steps that can help improve your personal finances. Some items to consider:• If you're not retired, review your contributions to...

 

Monday, October 28, 2019

As a financial advisor, I talk about estate planning all the time. Many people understand that it’s a very important and unselfish thing to do, but it’s hard to get it done. Some people think it’s about transferring...

 

Thursday, September 26, 2019

This September I had an honor to visit England and France to see, Karl Fleischer - our client and dear friend, swim across the English Channel. Even though he challenged himself athletically many times, this was quite a feat for Karl,...