I get it.  The stock market can feel terrifying. ESPECIALLY if you don’t feel confident in your financial advisor.  Are they really …

Bank Failures The headlines are abuzz.  Silicon Valley Bank failed.  Signature Bank failed.  The tone of the media makes us think that …

As soon as I answered the phone I knew something was wrong.  It was the emotion: the defeat, the exhaustion, and the …

“Credit monitoring” does just as it’s name suggests: it monitors your credit.  It alerts you when new accounts have been opened or …

We typically think of money and finances as black and white, facts and figures… math. But the truth is there is no …

The financial industry is well acquainted with two fundamental attributes: fear and greed. We see them play out everyday. Fear leads to …

How much are you paying your advisor?  For many people, their investment fees are one of their biggest budget items.  And yet, …

For the last 15 years I’ve helped somewhere around 100 couples transition into retirement. The decision to retire is obviously one of …