27 Nov
November 27, 2017

Tax filing season is fast approaching and with that will come another barrage of attempts at tax return fraud. The attacks on your information and your refund continue at an alarming rate. To help prevent becoming a victim, it’s crucial you stay aware of possible scams and safeguard your personal information. A common scam that startles tens of thousands of us each year is receiving a call from an IRS impersonator.

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29 Mar
March 29, 2017

There is usually some permanent damage done when you lose someone you love. Most of the time, this comes in the form of grieving for that special person. From the benefit of time, the intense grieving usually fades away. Survivors are left with the burden of surviving, and, financially speaking, sometimes there is little available to help.

When Social Security was passed in 1935 it was strictly a benefit for retirees. It wasn’t until 1939 that a change was added to

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13 Mar
March 13, 2017

The news tends to over-dramatize the subject matter on which it is reporting. All too often this results in strong opinions or flat-out false statements. When it comes to Social Security benefits, the most common opinion I hear is that Social Security is going broke. It’s the elephant in the room as nervous clients jokingly comment that these benefits cannot be counted on any longer.

Social Security benefits are not going bankrupt.

It has been and still is in a

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02 Aug
August 02, 2016

Let’s face it…summer is almost over. You can blame Earth’s axis for not standing up straight, but you’re probably too busy trying to soak up the last of the sun’s warmer rays. While relaxing pool side, check out these 10 tips to help you gear up for college this fall.

1. Call the Financial Aid Office

Did you fill out the FAFSA? Make sure your college has an updated version to ensure your financial aid is current and not delayed. Check out

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28 Mar
March 28, 2016

It’s a tough market out there. Investors are nervous, and rightfully so!  Although I’m an optimist, each day the market drops a little (or a lot!), I get a sickening feeling in my stomach.  It’s not because I am invested in the stock market…I’m 31 years old and 100% in a diversified stock portfolio.  I’m worried for my clients, who are my family, friends, and those with whom I have become newly acquainted.  All of them are hard-working (or were

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