Broker Check

Blog

Monday, March 29, 2021

April is National Financial Literacy Month and is a terrific time to learn and evaluate how best to create and maintain a healthy financial life. Below are a few items to help get you on the right track. No matter the month, it is...

Wednesday, January 6, 2021

Robo Advisors are on the rage and for good reason. They are cheap, easy to use, and frankly are fun to use as well! But, should you really be using them for your investments? Without getting into the safety and security of your assets,...

Wednesday, December 9, 2020

There are many things to do before end of year personally and financially. Here are a few ideas to help organize what may apply to you. Required Minimum Distributions: Although these were not required to be taken, it is not too early...

Thursday, November 5, 2020

Thanksgiving is around the corner and is always a time a year to count our blessings and be thankful for what we have. While doing so, take a moment and make sure you are not just thankful for what you have, but that you are protecting...