financial advisor

3 Life Events That Shout “Call Your Financial Advisor!”

If this happens to you, it’s time for professional guidance. “So, when should we get together again?”  After wrapping up a Portfolio Review or Financial Planning session, this is the question I get asked most often.  When to call your Financial Advisor outside of scheduled meetings depends on what is going on in your life. …

Wall-Streets-Fearless-Girl-how to become financially empowered

4 Ways To Become Financially Empowered

Want to learn 4 ways to become financially empowered?  One of life's great mysteries is the fact that few of us are taught what we need to know about money and personal finance in order to feel secure. Our parents weren't taught so they couldn't teach us. We're not taught and therefore, cannot educate our children. And, our children will probably repeat this cycle unless we do something differently.

Happy Independence Day!

Happy July 4th! Wishing all of you a safe, happy July 4th celebration.  Today is one of my favorite holidays as it brings back lots of happy memories.  As a child, I participated in our neighborhood’s July 4th parade with my siblings and friends.  As we got older our children enjoyed continuing the tradition.  On several occasions,…