Broker Check


Thursday, April 11, 2024

The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward. Both equity and bond markets performed well after the...


Wednesday, March 15, 2023

Medicare is confusing. From parts Medicare parts A,B,C &D to Medicare Supplement / Medigap plans A,B,C,D,F,G,K,L,M & N, there is a lot to think about and plan for. Some decisions cannot be reversed, so plan wisely. Enjoy this 30 min video.


Monday, March 13, 2023

President Biden released a plan to increase taxes and spending. In this 17 minute video we review the plan, as well as some of the effects of the SECURE ACT 2.0 and how it will affect both savers and retirees.


Friday, March 10, 2023

With inflation, war and bank failures, there is a lot on our plate this year. In this 17 minute video we review our thoughts on the economy as well as planning ideas for 2023 and beyond.


Monday, February 20, 2023

In this 12 minute video we review some tips related to your 2022 tax returns as well as planning ideas for the 2023 tax year and beyond.


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Wednesday, February 15, 2023