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Ask an Advisor: Women & Financial Planning

As a female Financial Advisor working in an industry traditionally dominated by men I find myself in the unique position to empower women to pursue their financial goals. Many of the women I have worked with have made great [...]

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Finance

Ask an Advisor: About the New Tax Act

I’ve been getting a lot of questions from clients about how the new tax act will affect their tax return for 2018. The answer is dependent on each individual tax situation, but the following items are the most significant [...]

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Finance

Social Security Loopholes Take a Hit

New changes to Social Security rules close off two popular loopholes. Will they affect your benefits? As part of last year’s Bipartisan Budget Act of 2015, Congress approved some major changes to Social Security which could impact your benefits. [...]

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