Broker Check



Sunday, March 11, 2018

Click below to listen to our Monthly Market Insights Markets Insights


Thursday, March 1, 2018

This is a blog I follow from Horizon Investments. I wanted to share the Capitol Notes from their Chief Global Strategist. Click here to open


Tuesday, February 27, 2018

I just attended a conference called the "W Forum", in New Orleans. This conference is open to all female advisors and their assistants across the Advisor Group broker dealers. I was invited has a mentor of one of the participants. I...


Tuesday, February 27, 2018

Donations of cash or property to qualified charities are, for the most part, deductible on your personal tax return. Ifyou receive something in return for your donation, you must reduce your deduction by the value of that item...


Tuesday, February 6, 2018

I came across this article and I thought it would timely with all the big swings we seen in the markets over the past few days. Fidelity Market Volatility


Show All

Monday, January 29, 2018

To figure out your net worth, add up the current value of all of your assets, then add up the current amount of all of your liabilities. Subtract your total liabilities from your total assets. The amount you end up with is your net...


Monday, January 8, 2018

A limited partnership is a form of business ownership that consists of general partners and limited partners. There is no maximum number of either type of partner, but there must be at least one general partner. The general partners...


Tuesday, January 2, 2018

If you begin to receive Social Security retirement (or survivor) benefits before you reach full retirement age, money you earn over a certain limit will reduce the amount of your Social Security benefit. In 2018, your benefit will be...


Wednesday, December 20, 2017

We are really excited to have Greg Valliere, Chief Global Strategist from Horizon Investments hosting a call for us on January 9th. Greg will be updating us on whats going on in DC. Please click be here to learn more about this event...


Friday, December 15, 2017

I follow this blog and thought it was interesting a current with all the hype going on with the tax proposals. I hope you find it interesting as much as I do. Capital Notes By: Greg Valliere


Wednesday, December 13, 2017

Can I be buried in a national cemetery even though I got out of the Army years ago? The U.S. Department of Veterans Affairs (, formerly known as the Veterans Administration, sets the rules and guidelines for military...


Wednesday, October 18, 2017

Staying in your job for just a year longer can benefit your retirement savings in more ways than one.


Wednesday, October 18, 2017

Baby Boomers are changing the face of retirement. These five trends explain why.


Wednesday, October 18, 2017

Thousands of Baby Boomers reach retirement age every day, though many aren't leaving the workforce. Yet.


Wednesday, October 18, 2017

Various studies have uncovered unique challenges and opportunities facing retiring Baby Boomers. Here's what they should know.


Wednesday, October 18, 2017

Planning your retirement expenses can be a challenge, especially when it comes to these five costs. Here's what boomers should expect.


Wednesday, October 18, 2017

A new study finds that Baby Boomers are less confident than ever about their financial prospects in retirement.


Wednesday, October 18, 2017

It’s often said that boomers should wait as long as possible before claiming Social Security benefits. Here’s why.


Wednesday, October 18, 2017

Retirement concerns have baby boomer women holding on to their jobs for longer than they planned.


Wednesday, October 18, 2017

These four retirement facts might surprise baby boomers—and can help them better prepare for their non-working years.


Wednesday, October 18, 2017

Baby boomers are hitting retirement age at an excellent time for stocks, and it’s leaving many with more money than they know what to do with.


Wednesday, October 18, 2017

Baby boomers should steer clear of these six missteps to boost their chances of a secure retirement.


Wednesday, October 18, 2017

A new study finds that older job hunters are less likely to be forced into “old-person jobs” these days.