About a week-and-a-half ago I had an appointment with a very nice couple. They are married, in their middle to late 60s, are very successful, have brought up a very nice family and are recently...

As financial expert, I believe it's really important to make sure I can act as a resource in my community for those with financial planning questions or concerns. This is one of the main reasons I...

Thankfully, summer is finally here. Summer is here, the weather is warm, and the days are long. Of course, with summer brings vacation, and who does not love a vacation? We can all agree they are...