Broker Check

Blog

What are some of the topics and concepts you don't even know that you don't know? Check them out here on our blog. We write about current topics of interest, as well as general thoughts and concepts to assist in your financial discovery and keep you informed. So keep checking in. We’re glad to have you reading along.

Monday, March 8, 2021

This year we’re celebrating International Women’s Day on March 8. In 1920, women fought for the right to vote. In 1974, single and divorced women were finally able to secure a credit card without needing a male...

Thursday, February 18, 2021

What's your "go-to" source for financial information?"Family and friends" is the #1 answer given in the annual Retirement Confidence Survey. But a close second is search engines and other online tools, including online forums like the...

Saturday, February 6, 2021

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

Tuesday, January 12, 2021

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...

Tuesday, January 5, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...

Show All

Tuesday, December 1, 2020

The COVID-19 pandemic has left no household untouched. From financial concerns to emotional tolls, everyone has felt an impact of the sudden changes in life. Businesses and careers catapulted into a new dynamic, relationships put to...

Tuesday, December 1, 2020

Despite an increase in media awareness around the disparity in pay between men and women (thanks to the #MeToo Movement), the statistics remain that women are paid a lower annual salary than men for no other reason than their gender....

Monday, November 30, 2020

2020 has brought the term “financial anxiety” to a new height. Many women are wrought with fears around their family’s health, mental, emotional and financial well being. And while the COVID-19 pandemic is having a...