Coronavirus and Mental Health

Coronavirus and Mental Health: Tips to Take Care of Yourself During Quarantine These past few weeks have been some of the most stressful and mentally taxing of my life, and many other people’s lives on this planet. The world has been overwhelmed with news and fear surrounding the outbreak COVID-19, […]

CARES Act/Covid-19

On Friday, March 27, 2020, new legislation was signed into law that aims to provide relief to Americans and businesses negatively impacted by COVID-19 crisis. This legislation, known as The Coronavirus Aid, Relief and Economic Security (CARES) Act, is a $2 trillion relief package that includes direct monetary payments to […]

Don't Panic

A Letter To Our Clients

Dear Valued Client, I hope that you are feeling well and dealing with all the changes that have so suddenly been presented to us all. Please be assured that during this “crisis” our office is open, functioning and servicing your financial accounts and needs.  We are actively doing our work […]

Getting started…

When is the best time to start an investment program? The answer is always yesterday, or last year or…you get the picture. The key is getting started, because saving and investing can become a habit, just like any other behavior. Only this habit will lead to better financial health, significantly […]


The Secure Act

Will the SECURE ACT make you more financially secure? Buried in the massive continuing resolution funding the federal government, was The Secure Act, a bill designed to encourage people to save for retirement. There were good points to the bill:  People over age 70 ½, who are still working, may […]