03/21/2026
10 tips that can head-off marriage money problems.
Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause.
I am a fee based, independent investment advisor and financial planner. I offer custom wealth manage
I offer custom wealth management for individual accounts, traditional and Roth IRAs, 401k accounts, retirement rollovers and Coverdell education savings accounts. I am also a licensed, independent life insurance and annuities agent. I offer comprehensive financial planning and financial counseling for most any financial area including debt and budget counseling.
03/21/2026
10 tips that can head-off marriage money problems.
Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause.
03/19/2026
Children with special needs may need ongoing help after their parents are gone.
4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.
03/17/2026
How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.
03/14/2026
The market is as unpredictable as the weather. We’re here to help you prepare.
Forecast This short video helps explain why markets can be as unpredictable as the weather.
03/12/2026
Learn the language of life insurance.
Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.
03/10/2026
When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
03/07/2026
Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.
Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.
03/05/2026
Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.
Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
03/05/2026
Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.
Monthly Market Insights | March 2026 Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...
03/03/2026
Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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