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Warmer weather means colder drinks, long nights with friends and family, and traveling. Traveling is not only good for the soul but also for your health. A trip can relieve…

How often do you see your doctor when you’re not ill? For most people, the answer is never. As a result, many don’t realize they have a problem until it’s…

Proactive tax planning isn’t limited to just “tax season” — it’s a year-round event. Your financial professional can help you deploy these three strategies to potentially optimize your income and…

This month I’m going to take a break from commenting on the current economy and markets. Instead, I thought I would share some good news. I know this makes me…

I wanted to take some time to discuss all the craziness that’s been going on. I’m sure you’ve heard about Silicon Valley Bank and everything happening in the banking community.…

In addition to helping our clients with all of their financial needs, we also want to be there for everything they may need in retirement. We have reached out to…

For many Americans, Social Security is a primary source of income in retirement. But understanding how benefits work and when you should start your benefits can be confusing. Here, we…

Retirement — like fads and fashion — changes with time. Those sprawling, cookie-cutter retirement communities in places like Florida that have been so popular for decades? Those are quickly falling…