Broker Check


Monday, May 22, 2023

With gray divorce (and remarriage) on the rise, prenuptial agreements (or more commonly called “prenups”) are being considered, proposed, and executed on a wider scale nowadays. Most individuals marrying later in life have...

Wednesday, April 26, 2023

The recent developments in shifting tides for the U.S. dollar serving as the global currency has raised concerns, and I have been asked by several clients as to the probability and implications of the event.   Before I get...

Monday, March 6, 2023

I have an aging mother, who without the care and support provided by her children, would have found it very difficult to survive on her own. As she continues to age, her needs involve more and more of our time and commitment...

Monday, February 6, 2023

Having spent the last several years in a relatively low inflationary environment makes it difficult to adjust to the new, higher cost era that we find ourselves in today. It is like taking a warm shower and you are shampooing your hair..

Monday, January 2, 2023

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress on December 23, 2022, as part of the Consolidated Appropriations Act of 2023. Following is a highlight of a few important provisions.