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Financial advisor

When Should I Collect Social Security?

My husband and I turned 65 in 2012. We are both still working, but finding it difficult to make ends meet. At age 66, my husband would get about $800 per month in Social Security and I would get about $2,000 per month. Can we both keep working...

Top 8 Mistakes Investors Make

Investing in the stock market is always a gamble and it doesn’t hurt to have a little luck on your side. But the difference between a successful investor and an unsuccessful one can be as simple as doing a few things right and avoiding certain...

Should I Buy Gold?

Our financial advisor responds to your most frequently asked questions

How much should I pay for financial advice?

Our financial advisor responds to your most frequently asked questions

Should I be worried about another stock market crash?

Our financial advisor responds to your most frequently asked questions

How to Find the Right Financial Planner

You’ve decided you want to work with a financial professional, but how do you find one who understands you as well as your finances? Someone you can trust with your money, but also feel comfortable with on a personal level? Finding the right...

How Much Do I Need to Retire?

How much money would you need to never have to work again? Helping people like you answer that question is what I spent most of my time figuring out for clients as a financial advisor. With company pensions going the way of the dodo bird and...

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