Blog

Investing in companies that follow socially responsible practices (SRI) has been skeptically in investment circles.These companies follow policies to reduce or eliminate negative effects on the environment, are transparent and ethical...

Health insurance used to be something that people received through their workplace. But with rising costs and many people working part-time jobs or as independent contractors, more and more people are responsible for buying their own...

With the unexpected results of the Presidential election last night, it’s time to reevaluate investments in light of the possible effects of a Trump presidency on our investments. I’ve been concerned about the possibility...

Finding time to meal plan, grocery shop and prepare meals can be difficult if you're working full time. But cooking for yourself is healthier and less expensive than eating out! Whether you are a novice cook or experienced in the...

The world was shocked last night when the votes were finally tallied and the Leave campaign won. The voters in the UK voted to leave the European Union by a wide margin. The financial impact began immediately with futures markets...

When reading about investments or listening to cable news you'll run across lots of jargon. It can be difficult to follow the conversation if you don't understand what the jargon means. A common term is the P/E ratio or...

The S&P 500 has fallen 12% from the highs posted last year amid concerns about declines in global growth and damage to the energy sector from falling oil prices. However, economic indicators in the US are still fairly good as outlined...

Many of my clients express concern over the future of Social Security....and rightly so. The system is badly out of balance with current recipients generally receiving much more than they have contributed, as reported by the Economist....

You've decided that it's time to think about your finances, plan for the future and you want some help. Maybe you changed jobs recently, got married, had a baby or received an inheritance. Whatever the motivation, you need to find a...

Concerned about your elderly parents and their money? You’re not alone. Unfortunately, seniors are often the targets of financial scams. Studies have shown that as we age, we gradually lose the ability to critically evaluate new...

With the price of oil dropping over 50% in the past 6 months, you may be thinking this is a great buying opportunity. If you are – you’re thinking like an investor! Buy when prices are low rather than high. But the price of...

The end of the year is a good time for looking back. What were our successes and what were our failures? Did we keep our resolutions? Where do we want to improve?As the end-of-year statements arrive, it's also a good time review our...

One of the first questions prospective clients usually ask is, "How do you get paid?" And this is an excellent question. It seems simple, but in the financial services field - rarely are things simple. The truth is that there are many...

A varied portfolio is a hallmark of a savvy investor.You may be amused by the efforts of some of your friends and neighbors as they try to “chase the return” in the stock market. We all seem to know a day trader or two: someone...

Saving for the future is the foundation of a good financial plan. But what can you do when you don’t earn enough to pay all your bills and also set aside money for the future? If you’ve already cut your expenses as far back as you can...

Most clients come to see me because they want to be more financially secure and to make better financial decisions. After we talk about their goals, we look at their resources for meeting those dreams. Reviewing annual income is...

A few weeks ago in Orlando, Florida at the national planning conference for Financial Network, I attended excellent workshops on economics and investment strategies, heard speakers giving updates on Social Security, income and estate...