facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck
Avoid These Mistakes When Hiring a Financial Advisor Thumbnail

Avoid These Mistakes When Hiring a Financial Advisor

Regardless of why you are seeking the advice of a financial advisor, make sure that you do your homework and avoid these mistakes when selecting an advisor for you and your family. Selecting the right financial advisor can be the start of a rewarding experience for both your finances and the quality of your life. Selecting the wrong advisor can be frustrating and costly to you.

Read More
How Long Should I Keep My Tax Records Thumbnail

How Long Should I Keep My Tax Records

If you’re like most people, it's easy to get in the habit of hoarding tax documents with the rationale that maybe, someday, you might need them again. But if you're looking to get your financial house in order, be smart about what you keep - not all of it needs to follow you to the grave.

Read More
How Safe is My Pension? Thumbnail

How Safe is My Pension?

Over the last few years we’ve heard about the financial difficulties facing many public and private pension plans. Here’s what you need to know about your pension’s safety as well as considerations before taking your pension.

Read More
Can Money Buy Happiness? Thumbnail

Can Money Buy Happiness?

Money can’t buy happiness. We’ve all been told this at some point in our lives. It’s an adage that’s intended to guide us toward aspects of our life that aren’t material. However, I don’t believe that this age-old notion holds true as a universal rule.

Read More
STOP Checking Your Investments! Thumbnail

STOP Checking Your Investments!

Checking your portfolio too frequently can have some unfortunate side effects. Logging in too often can cause you to make emotional investment decisions, and it can take a serious toll on your mental health.

Read More
How Much Company Stock Should I Have In My 401(k)? Thumbnail

How Much Company Stock Should I Have In My 401(k)?

Many employers offer the opportunity for employees to invest in their company stock through their 401(k). Unfortunately, knowingly or unknowingly, it's not uncommon for employees to have a high concentration of their employer’s stock in their retirement accounts. This creates the question – how much company stock should I have in my 401(k)?

Read More