Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Saturday, August 28, 2021

The warning bells on Social Security’s longevity have been sounding for a while and our Financial Advisory firm gets a lot of questions and concerns on this topic. A lot of clients want to take SS early for this reason, but I do...


Tuesday, May 26, 2020

As a Financial Adviser one of the most common questions my clients ask is whether they should pay off their mortgage early when they have excess cash. It’s important to understand that there is no “one size fits all”...