August 25, 2021
We hope this email finds you and your family safe and healthy. There are many questions regarding COVID-19 surrounding how to stay safe, when we can expect to get back to normal life and short- and long-term economic impact of the...
August 04, 2021
Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...
June 28, 2021
When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...
