Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Blog

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.  Our weekly blog will keep you current on everything you need to know to pursue your financial objectives. And once in a while, we may throw in a movie review or some other surprise!

 

Monday, September 16, 2019

A group of 32 military and veterans organizations is pressing House and Senate members to pass legislation they've spent years lobbying for -- eliminating what is colloquially called the "widow's tax." The Military Coalition, as it's...

 

Monday, September 9, 2019

The financial challenges millennial's face can be overwhelming. Many young adults have to figure out how to pay off college loans, save to buy a home or start a family, and sock away money for retirement. Given these hurdles, it's no...

 

Monday, July 1, 2019

No matter how much money you have or which life stage you're in, becoming financially independent starts with a dream. Your dream might be to finally pay off the mountain of debt you've accumulated, or to stop relying on someone else...

 

Tuesday, June 4, 2019

Federal employees, including those who work at the Office of Personnel Management, above, soon will have more options when it comes to withdrawing money from their retirement accounts. (Sarah Silbiger/For The Washington Post) By Eric...

 

Thursday, May 30, 2019

A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too much debt from unnecessary spending. Or maybe an unexpected...

 

Show All

Friday, May 24, 2019

Ten Money-Saving Travel Tips Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow these money-saving tips when planning your...

 

Thursday, May 16, 2019

Time for a Mid-Year Investment Check Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down,...

 

Tuesday, May 14, 2019

With momentum growing in Congress to repeal a new tax hike on the families of some deceased service members, military advocates hope this will be the year another surviving military spouse pay issue -- the so-called "widow's tax" --...