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Ensuring you are informed and educated...

Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a Netflix review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, July 22, 2020

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness..." What does today's volatility mean to you? Does it offer opportunity or bring too much risk?

Friday, June 19, 2020

Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the...

Friday, April 24, 2020

Is now the right time to push off from the dock? If you are prepared and have the proper plans, uncertain times often bring some of the best opportunities. Investing during times of uncertainty may not be the right thing for...

Monday, April 13, 2020

If you are using Zoom for pleasure or business below is a really good resource. Securing Zoom Meetings

Tuesday, April 7, 2020

Financial statements for the first quarter of 2020 are on the way, and because of all the recent market fluctuations you may be feeling nervous about having lower balances in your accounts. But it’s more important now than ever...

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Saturday, February 29, 2020

Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements;...

Friday, November 22, 2019

Keeping Up With The Joneses https://www.addthis.com/bookmark.php?v=250&pubid=ra-4de97c2f14d0d95b

Friday, May 10, 2019

Commit to educating yourself about your finances, the future you will thank you for it Rahel Solomon | @RahelCNBC Published 2 Hours Ago Updated 4 Mins Ago CNBC.com Invest in Yourself 2 Hours Ago | 00:56 The most important investment...

Tuesday, November 13, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...