How Women Can Change the Financial Statistics

How Women Can Change the Financial Statistics

Our mothers and grandmothers fought for equal rights over 50 years ago and many things have changed since then for our own daughters and grandchildren.  Yet all these years later, most women are still the primary caretakers of their family. Even in dual income households, they still

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Building Your Emergency Fund

Building Your Emergency Fund

Have you ever considered what you would do in the event you or a family member had an unexpected expense come up?  What would happen if your home flooded, you were to lose your job, or have an accident that sidelined you for weeks?  Do you have

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5 Steps for Taking Care of Mom and Dad

5 Steps for Taking Care of Mom and Dad

We celebrate our moms and dads this month and next.  The parents who so tirelessly supported us and became our role models for our own parenthood.  As members of the sandwich generation – a demographic age group in our mid-30s to 50s- today we are celebrating both

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Slowing Growth is not a Recession

Slowing Growth is not a Recession

What a difference a quarter makes! The markets started 2019 with a strong rebound that effectively recouped all that was lost in the fourth quarter of 2018. In early January, the Federal Reserve bowed to market pressures and announced it would delay further interest rate hikes and

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Tax Time- For Your Retirement Accounts

Tax Time- For Your Retirement Accounts

This is the time of year we reach out to many clients recommending they make an annual contribution to a tax advantaged retirement account.  Saving for retirement- or whatever that next phase of life may be- is generally the most important long-term goal for every investor.  It

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Talk Money with Your Honey

Talk Money with Your Honey

Valentine’s Day is just around the corner and you may be getting ready to make special plans with your loved one.  Maybe you’re celebrating Valentine’s Day as a newly married couple or as a newly engaged couple.  Before you move too far into your journey together, share

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2019 Five Star Professional Wealth Manager

2019 Five Star Professional Wealth Manager

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2019! This is the third year in a row that Liz has been selected for this honor.  Given to a select group of individuals, this designation recognizes wealth

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