We are very excited to announce that our very own Vanessa Burnett was named to the Top 100 People in Finance Magazine.  Vanessa is the definition of success, hard work and commitment.  Eleven years ago she started as a Client Service Associate, and through the years...

Government shut down, erratic tweets, broken trade deals, fed policy, inverted yield curve, recession… there is no shortage of articles out there that will give you a reason to make a selling decision right now!  Fear is an extremely powerful emotion in our society, in...

  When have you last evaluated your healthcare coverage and do you have a strategy in place to maintain the right plan with the right provider at the right price? Whether Medicare currently provides your coverage or you have just started to prepare yourself for enrollment,...

Fraud, Fraud and More Fraud.  How to avoid it, identify it, and what to do if it happens to you.   Fraud is everywhere today.  Which in some ways is nothing new.  Crime is as old as humanity, but of course now with the help of technology,...

When you read the title, did your heart rate tick up just a bit?  If it did, you are not alone.  Parents all over the world deal with the stresses of educating their children.  And one of the biggest hurdles is how to fund the...

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins...

As you likely know, Congress is steeped in a debate to change US tax policy. One of the most common financial mistakes individuals make is not utilizing available tax saving strategies. This results in you paying more taxes than necessary and missing out on years of...