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Our Weekly Blog

✪ What's going on in your life? Thumbnail

✪ What's going on in your life?

As a financial planner, one of my favorite questions to ask clients is: “What’s going on in your life?” It sounds simple, but you’d be amazed how often big life decisions happen first — and the phone call to me comes after.

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Should I buy gold now Thumbnail

Should I buy gold now

Gold is very different from a stock or bond investment. It is a tangible store of value that has a long history. For centuries civilization has used gold for trade and commerce, making it a familiar commodity. Like other commodities, there is only so much gold on earth and only so much in circulation. While the ability to mine and extract has continued to improve, there is a finite amount of gold. Because there is only so much gold, the value of it tends to be governed by supply and demand. Gold is not like currencies where a government can decide to increase supply by just printing more money.

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✪ Moving Forward After Divorce Thumbnail

✪ Moving Forward After Divorce

If you’re navigating a divorce—or recently on your own—and wondering whether you’ll be okay financially, you don’t have to figure it out alone. A clear plan can bring peace of mind and put you back in control of your future.

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Be Proactive: Protect Your Wallet – Part 2 Thumbnail

Be Proactive: Protect Your Wallet – Part 2

Your debit card is the most vulnerable to financial loss because it is linked directly to your bank account. You have two business days to refute any unauthorized charges on a debit card under federal law. If the charges are reported within two business days of learning about the theft, maximum liability = $50. After two business days, the liability rises to $500. But if you wait more than 60 days, you may be liable for the entire amount stolen which can add up to thousands of dollars.

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