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, what we're doing over the year or changes in our office, tune in and keep in touch, we'd be happy to discuss any of these posts with you.


Monday, August 12, 2019

Getting to have $1 million might seem like it's an impossible task. There are currently over 11 million people in the US that are officially “millionaires”. A lot of them followed the same investing and behavioral...


Thursday, August 8, 2019

When should I use a Roth IRA? IRAs and 401Ks are excellent tools for investing and growing your wealth. I often get asked the question: “when should I be using a Roth IRA or Roth 401K?”. There’s no short answer for...


Friday, August 2, 2019

There’s good and bad advice in mostly every industry. Something that successful high net worth investors know is that they need a team of advisors in their corner with specializations in many areas. You might have heard it said:...


Tuesday, June 11, 2019

Federal employees are fortunate in being eligible to receive two types of retirement benefits once they retire from federal service. One of those is a pension, either the older Civil Service Retirement System (CSRS) annuity or the more...


Monday, March 20, 2017

Reducing these debts before retirement can help your nest egg last longer.


Show All

Monday, March 6, 2017

Many women stay put because they like their jobs—but they also desperately need the money.


Monday, February 20, 2017

After a certain age, you’re required to take distributions from your retirement accounts. If you don’t need the funds for immediate income, here are some options.


Monday, February 6, 2017

Health and wealth often go hand in hand—and the same actions can improve the status of both. These three tips can improve your personal as well as financial well-being.


Monday, January 16, 2017

Retirement stress spans every generation, but these steps can help workers of all ages improve their retirement prospects.


Thursday, January 5, 2017

Acting on worries about bond yields could actually hurt your retirement portfolio.


Monday, October 17, 2016

Before you leave the workforce for good, consider these tips to help ease the financial transition into retirement.


Monday, October 3, 2016

Financial experts often recommend a 4 percent withdrawal rate for retirement funds. But is that the right approach for you?


Monday, September 19, 2016

More than 1 in 4 workers have saved less than $1,000 for retirement, possibly putting a comfortable retirement far out of reach.


Monday, August 15, 2016

When it comes to retirement savings, the earlier you start, the better off you are. These calculations show exactly why.


Monday, August 1, 2016

There are many retirement threats lurking out there, ready to de-rail even the strongest plans. Here’s what to watch out for.


Monday, July 18, 2016

Many workers aren’t sure whether they’re saving enough or too little for retirement. Fortunately, it’s easy to find out.


Monday, July 4, 2016

Since 2013, Millennials have significantly increased their retirement savings, outpacing both Gen Xers and Baby Boomers, but they still have a long way to go.


Monday, November 9, 2015

Jamie to Speak on Divorce & Money at Financial Planning Association Luncheon