Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a personal tid-bit or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, November 4, 2021

Hello! Having enough money after you retire is a big concern today for Americans. In fact, only roughly one-in-four Americans feel very confident that they will have enough money to live comfortably when they retire, according to a...


Wednesday, February 3, 2021

Ok I know it’s been awhile since I wrote the last blog. I think we were all trying to make sense of what happened in 2020. It seems like the world has changed around us but somehow nothing really changed. For most of us our...


Thursday, July 23, 2020

FILLING THE VOID About 10 years ago I had the desire to get an MBA and advance my business knowledge and skills.


Thursday, May 21, 2020

Why do so many of us resist budgeting? Possibly, it can be intimidating. Or confusing. Maybe both. Really, it doesn’t have to be either of those.


Thursday, April 30, 2020

Lately, we’ve focused on things that we can control, versus things beyond our control. I’d like to share a personal story about a positive benefit of this situation: My lunch routine.