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November 12, 2019

You may have first heard the expression “pay it forward” as the title of the movie with Haley Joel Osment back in the year 2000. Since then it has become a fairly popular expression. But, you may not know that Benjamin Franklin is the one who came up with the concept o...

September 5, 2019

Some storms are so colossal that it’s utterly impossible to be prepared for them. That’s what happened to the northernmost islands of The Bahama Island archipelago over the Labor Day weekend as the category 5 Hurricane Dorian parked itself and its 185 mile per hour win...

July 3, 2019

This is the month in which all of America celebrates our nation’s independence from English rule. Independence is a wonderful thing. And since we live in the land of the free and the home of the brave, we have the privilege of establishing our individual ideas of what...

February 22, 2018

The current rollercoaster ride the stock market is on could make you feel pretty terrified if all of your retirement funds are invested in the market. The type of activity we’re experiencing now is exactly why I emphasize the importance of allocating retirement money b...

January 16, 2018

As promised in my most recent blog, New Year, New Tax Code, New Financial Review, I am providing a list of questions to pose when interviewing potential financial advisors. Whether you are trying to determine if your current advisor has your best interests at heart or...

January 4, 2018

We’ve just stepped over the threshold of a New Year and that, right on the heels of a new tax bill voted into law. With those two facts in mind, there’s never been a more perfect time to make sure your investments on the right track. Having a review by a fiduciary fina...

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