September 3, 2021

The Elizabeth Holmes Trial

You’ve no doubt heard the phrase, “If something looks too good to be true, you need to be skeptical.”  Well, this is certainly the case when […]
August 5, 2021

Social Security – Spousal Benefits

One of the simplest rules for Social Security spousal benefits is also one of the trickiest. The rule is that, in order for a spousal benefit […]
July 1, 2021

Ezra Meeker, The Old Oregon Trail

To honor and acknowledge the upcoming holiday, I decided to take a break from my typical financial-related blog post, and, instead, decided to share a little […]
June 15, 2021

Providing for Adult Children and How It Impacts your Financial Plan

According to Bankrate, a website dedicated to helping people take control of their finances, 50% of Americans are putting a percentage of their retirement savings at […]
May 10, 2021

Why I Became a Financial Advisor

A career is always a remarkably interesting journey.  Some people know at an early age what they want to be when they grow up.  I wanted […]
April 1, 2021

The American Rescue Plan Act of 2021

About a year ago, Congress passed the CARES Act, a massive $2 Trillion stimulus package designed to help boost the economy as it struggled from the […]