Hello, and welcome to my blog! Here, I will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. I am also willing to answer questions and respond to any concerns you may have. If you'd like to contact me with a question you want me to address, please email me, and I can either answer directly or in this forum.
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Wednesday, November 20, 2019
The last couple of posts we’ve talked about giving to and investing in causes that are important to you. For the next two posts, we’re going to bring the topic of giving a little closer to home. This month, we’re going to cover giving...
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Wednesday, October 30, 2019
More and more it appears that people prefer companies to not only have a solid product at a competitive price, but also provide a positive impact on our world. We are also starting to see this spill over into the investing space as...
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Tuesday, September 17, 2019
In last month’s post on technology scams, we reviewed robocalls and tips to avoid getting duped by this rampant problem. In our follow-up posting we look at another scam to watch out for: Sweetheart Scams. Research tells us that...
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Wednesday, August 14, 2019
Technology is great. Think of all the advances in healthcare, communication and transportation just in the past decade. Like anything else, though, you must take the bad along with the good. Advancements in technology open the door to...
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Friday, July 12, 2019
That’s a very philosophical question, but important nonetheless, especially when it comes to your relationship with money. Healthy relationships with money can often be illustrated by generosity and charitable intent. This can also be...
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