09/04/2026
Happy Labor Day Weekend!
Our purpose is to make a difference in the financial lives of our clients We believe in the power of individual choice coupled with caring independent counsel.
After all, it was that same power that founded our firm! When you go to a big financial professional with a famous Wall Street name, it may too often feel like a choice is made by people who don't know you, driven by sales quotas from the financial professional helping you. Here’s what we believe is the right way to do business:
Care for our clients in the way we would want for ourselves. Mark Ph
09/04/2026
Happy Labor Day Weekend!
07/31/2026
Optimizing your credit card points for travel.
Your Points, Your Way: Optimizing Credit Card Transfers for Travel As you rack up miles and points, knowing where to transfer them can unlock more value for your purchases.
07/03/2026
Happy 4th of July!
If your spouse dies what happens to your Social Security?
04/02/2026
Happy Easter!
12/24/2025
Merry Christmas and a Joyful New Year!
11/26/2025
Happy Thanksgiving!
11/11/2025
Happy Veterans Day!
10/31/2025
Have a Happy and Safe Halloween!
09/18/2025
Social Security payments go electronic.
Social Security payments, federal benefits to go electronic this month as paper checks are phased out The move is aimed at preventing fraud and reducing spending, according to the Trump administration.