Broker Check


What's Your Money Script?

The money beliefs we heard as children may affect our behaviors today. 

Deducting 2017 Property Losses from Your Taxes

Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you've suffered property loss as the result of a natural or man-made disaster in 2017, you may be able to claim a casualty loss deduction on your federal income tax return.

Don't Wait to Ask Aging Parents These Important Questions 

If you're the adult child of aging parents, it's important to open up a conversation about their future needs and wishes. The best time to start is when your parents are relatively healthy. Otherwise, you may find yourself making critical decisions on their behalf in the midst of a crisis without a roadmap.

Why is it important to factor inflation into retirement planning?

The cost of living will rise both before and during your retirement — which could last 25 years or longer. For this reason, inflation has to factor into your investment plans. 

 Is a nursing home the only option for long-term care?

 When planning for long-term care, a nursing home may not be your only choice.