Finance

If your company offers a 401(k) retirement plan as a benefit you may have questions about choosing your investment options. Everyone’s situation is unique, but unique doesn’t have to mean complicated or time-consuming. In most company sponsored 401(k)’s your investment options are limited. Typically you have two options: creating a diversified portfolio from the mutual fund […]

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 progress, but industry studies point to a startling fact:  when compared to men, women fall short […]

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. Designed to eliminate “loopholes,” the new rules will mostly impact married, dual-income couples. It is estimated […]