05/02/2026
Tax Refund Splurge for Many Americans Is Paying Down Debt Households use this year’s bigger refunds to trim debt, pay bills — and treat themselves with what’s left. Is this you?
I work with educators and small business owners.
Our team provides financial, retirement, risk management and investment planning utilizing financial products that benefit our clients goals for wealth accumulation.
05/02/2026
Tax Refund Splurge for Many Americans Is Paying Down Debt Households use this year’s bigger refunds to trim debt, pay bills — and treat themselves with what’s left. Is this you?
04/30/2026
Defined Contribution Plans A defined contribution plan is a qualified employer-sponsored retirement plan that provides each participating employee with an individual plan account earmarked for the employee. Depending on the type of defined contribution plan, plan contributions may be made by (1) only the employer (e.g., a pro...
04/28/2026
When Gas Prices Rise, They’re Hard to Bring Down. Here’s Why. Despite the cease-fire in the Middle East, prices at the pump are still rising.
04/26/2026
Here’s What Happens When Your Business Stops Being What You Do — and Becomes Who You Are Many founders don't realize when their identity becomes tied to their business — until stepping away starts to feel uncomfortable. Here's why that shift happens and what it quietly costs.
04/25/2026
When Everything Feels Out Of Control, Value Investing Doesn’t Value investing continues to outperform in a volatile market. Learn why fundamentals matter more than forecasts and how investors can manage risk when uncertainty rises.
04/23/2026
Did Millennials or Boomers Have It Harder? We Went Searching for the Answer Millennials like to say their generation got the short end of the economic stick. Baby boomers disagree. Who's right? This data from the Wall Street Journal sheds some light on the debate.
04/21/2026
The Workers Opting to Retire Instead of Taking on AI Their careers spanned the personal computing, internet and smartphone waves. But some older workers see AI’s arrival as the cue to exit.
04/16/2026
3 in 10 Think a Raise Would Help Their Money Stress Most—But There May Be an Easier Fix Overspending on nonessentials is a top financial regret, with 29% of survey respondents citing it as their biggest mistake. Rushed, unplanned decisions account for 28% of financial mistakes, highlighting the importance of slowing down and planning purchases.
| Monday | 8:30am - 5pm |