Life Stages Insurance and Financial Services

06/28/2024

The 2017 Tax Cuts and Jobs Act brought sweeping changes to the tax code. Many provisions will sunset at the end of 2025.

06/27/2024

A firm culture that puts clients first and helps advisors be more efficient will attract high quality professionals.

06/26/2024

Culinary engineering has transformed the bread Americans eat, landing it in the middle of a debate over ultra-processed foods.

06/25/2024

/duz ĭt pĕn-səl/: A real estate term used by developers when they’re assessing whether a project makes financial sense.

06/24/2024

These frameworks are essential to fundamentally analyzing companies

06/23/2024

Record-breaking temperatures and higher natural-gas prices are lifting electricity bills.

06/23/2024

Are you looking for a mortgage broker offering low rates and great services? I know just the right person who can help: my mortgage broker!

The Federal Reserve slows inflation by raising the federal funds rate, which can indirectly impact mortgages. High inflation and investor expectations of more Fed rate hikes can push mortgage rates up. If investors believe the Fed may cut rates and inflation is decelerating, mortgage rates will typi...

06/22/2024

When billions of dollars gush into an ETF that just reported big gains, more gains can soon follow. The problem: The investors themselves are driving those gains—and will suffer when their impact fades.

06/21/2024

Short of long-term insurance, there is no better way to let your children know you love them than to leave them with a well-organized plan to execute your wishes. However, if you are curious about how long-term care insurance can protect your retirement, I can help.

Details about smart phones, online accounts and more need to be part of your estate plan to avoid big problems for your loved ones.

04/26/2022

Debt is a drag on your finances. Identify your worst debt (hint: it’s probably your credit cards) and limit its use while you pay it down.

04/21/2022

It may be time to have the ‘money talk’ with your parents. Break the ice by opening up about your own financial experiences. They may welcome the conversation.

04/17/2022

Procrastination makes everything harder. For example, waiting to start a savings plan can mean thousands of dollars less when you’re ready to retire. Don’t wait to call me!