Usually, for us, July is the quietest time of the year.  But not this year.  We’ve been kept surprisingly busy with a lot of client referral – we can’t thank you enough! Historically, the performance of the stock market in July is usually the bright spot of the summer months. …

I’m often asked about life insurance.  Should I have life insurance?  If so, how much?  What kind is best?  These are all great questions.  As a financial planner, I’ve seen life insurance make or break a family in transition after a loss.  It is not a fun thing to think…

Ah, jigsaw puzzles.  I had a love-hate relationship with them as a kid…I just loved being done, but I hated getting stuck and frustrated while working through the puzzle itself – sound familiar? Financial planning can be a lot like working on a jigsaw puzzle. We love to be done,…