Broker Check


Wednesday, May 1, 2024

Safeguard your financial future with holistic strategies: risk management, diversified investments, insurance, tax planning, and emergency funds. Regular reviews ensure alignment with your goals. Consult us to protect and grow your wealth.

Monday, April 1, 2024

As retirees bid farewell to the workforce and transition into a new chapter of their lives, one looming concern often dominates their financial landscape: healthcare expenses. This article sheds light on the challenges retirees face.

Monday, March 25, 2024

When life throws unexpected curveballs like divorce, the death of a spouse, or a breakup, it can leave individuals feeling emotionally and financially vulnerable. Here are 9 steps you can take to help you gain clarity in uncertain times.

Friday, February 2, 2024

At our firm, our clientele primarily comprises of pre-retirees and retirees, and we foster  enduring relationships that span years, if not decades. Being integral to numerous pivotal moments in our clients' lives, from joyous...

Monday, January 8, 2024

The past couple of years have presented considerable challenges for the financial markets. Wide swings in both the equity and bond markets, coupled with Federal Reserve policies and historically high inflation, created an overall...

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Saturday, October 28, 2023

As we navigate the complexities of life—raising families, building careers, and nurturing social connections—certain responsibilities may inadvertently slip through the cracks. In emphasizing the importance of continuous...

Monday, September 18, 2023

I began playing golf approximately 15 years ago. It was a fun pastime with my friends, offering the perfect blend of outdoor activity and social interaction. I thought, 'How hard could it be?' After all, I had played softball in high...

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.