Dan Converse, Financial Advisor

Great video on investment risks we face and why it's so important to work closely with your financial professional to determine a strategy that fits YOUR risk profile.

Investment Risk During and After COVID-19

The "upside" ⬆️ to the new work from home/remote office. 🍻

The Enjoyment of Remote Work

The lasting effects of this financial crisis will impact both higher taxes and inflation for future generations.

COVID 19 and the Global Retirement Crisis

The "upside" to the new work from home/remote office.

The Enjoyment of Remote Work

44 Million Americans have become unemployed during the COVID-19 pandemic since March. What's that mean for us going forward?

U.S. Unemployment: Problems for the Economy?

Few times of crisis require immediate, clear-headed financial thinking like a divorce. Here are some ideas to help resolve conflict before it becomes a big problem.

Dividing Assets in a Divorce

Are you a "Henry"? The term refer's to the working rich, and if you fall into this category, financial planning will play a key roll in making sure you have saved enough for retirement!

HENRYs with Limited Wealth Potential

Crisis Preparation: Safeguarding Your Financial Future Purchase the book "Stop Bleeding Cash" - https://www.amazon.com/Stop-Bleeding-Cash-Without-Knowing/dp/0692447091/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1591...

An experienced financial advisor can help make practical, objective decisions during a turbulent time. Here are some things to consider when going through a divorce.

Avoid These Mistakes During Divorce

Some things to think about as we reflect on the "New Normal" of working from home or remotely.

Home Life and Remote Work: The New Normal Purchase the book "Stop Bleeding Cash" - https://www.amazon.com/Stop-Bleeding-Cash-Without-Knowing/dp/0692447091/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1591...

We help our clients see their FULL financial picture and make better decisions!

Asset Mapping: See your Full Financial Picture and Make Better Decisions