Wealth Management Blog

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Celebrating Back to School as a Lifelong Learner

Celebrating Back to School as a Lifelong Learner

According to the National Center for Families Learning, over half of all parents dread back to school time. As an independent financial advisor who works with a lot of older clients, I know that this isn’t limited to parents who still have children in school. There’s...

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Money Management for Couples: Taking Responsibility

Money Management for Couples: Taking Responsibility

As an advice-based financial planner, I know how important money is in a relationship. With the right communication and proper planning, money can be a source of entertainment and security and can lead to a happy and successful retirement. However, it can also be a...

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Money Management for Couples: Spending Discretion

Money Management for Couples: Spending Discretion

How to manage money can often be a huge issue between couples. In my experience, difference in personalities, attitudes about spending, and gaps in communication can often lead to huge rifts between a couple that can eventually lead to divorce. This is one of the...

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