Broker Check


What’s on our mind? You can read about it in our blog. 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 movie review or some other surprise. So keep checking in. We’re glad to have you reading along.  Subscribe Now and never miss a post!  

Thursday, June 10, 2021

Have you ever been caught out in a storm? Maybe it was in a boat during a squall, your car during a blizzard, or while enjoying the outdoors when a derecho pops up. Despite the situation, our reactions often include: panicking,...

Thursday, March 4, 2021

As retirement comes into focus, it is important to have a clear plan for your Social Security Retirement benefits, a significant source of retirement income. There are two primary ways you can increase individual benefits. Before I get...

Thursday, December 31, 2020

While there are many apps and other tools to help you with your finances, I have developed and refined a simple tool over the last ten years to help me set, track, and prioritize my financial goals for the year.

Friday, November 20, 2020

One of the most overlooked items in retirement is income tax. Inflation and taxes are the two biggest drags on your retirement plan. With a little planning, you can ensure you are doing everything possible to managing your income tax...

Thursday, November 12, 2020

Considering buying a condo, townhouse, or detached home? You might be downsizing, just getting started or looking for a winter getaway. The convenience of an association that takes care of maintenance while you enjoy the pool, pickle...

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Wednesday, November 4, 2020

Whether it is the ability to contort your body into the “downward dog” at yoga class or having financial flexibility to help you be successful in retirement. Flexibility is the key to life. While the health discussion is...

Wednesday, October 21, 2020

A financial professional's role is to help guide and equip clients with the tools they need regardless of who controls the White House or Congress.

Thursday, October 8, 2020

To maximize the benefit of an HSA for long-term planning, you need to pay your current medical expenses from other personal savings sources and leave you HSA alone.

Wednesday, September 30, 2020

While the reduction in our mortgage payment is substantial, it is not the only thing to consider when refinancing.

Thursday, September 24, 2020

Social Security benefits are an important part of retirement for most people. Here is brief summary on some of the components.

Wednesday, September 16, 2020

My wife and I enjoy traveling in our RV. It provides a great way to see this beautiful country, and we like to take advantage of some unique biking locations. Recently, we stayed in Northern Michigan at a terrific campground that...

Wednesday, September 2, 2020

The SECURE Act introduced the new 10-Year Rule for Inherited IRAs.

Tuesday, August 25, 2020

It has been over 20 years since I received a notice that my position as Director of Finance was being terminated. A company takeover had fallen through, and cuts were underway. That news was devastating, and even now as I think back on...

Wednesday, August 19, 2020

What were your experiences with money and finances when you were growing up? Can you recall those defining moments in your life?