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February 14, 2020

As I write this on Valentine’s Day, I can’t help but think of all the long-term relationships I’ve been privileged to have with the numerous individuals and families who have entrusted me to help with their financial well-being. As a financial planner, I am privy to my...

February 4, 2020

There are two subjects I find myself discussing a lot as a financial advisor: Money and love. And, February is the month that finds me talking about them both, pretty much all month long. After all, February is the month of love. And, we humans have come to realize tha...