Latest News

Spending Triggers May 5, 2020

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Pullbacks, Corrections, and Bear Markets May 5, 2020

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April is National Credit Union Youth Month! April 24, 2020

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Financial Self Care April 16, 2020

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How Will COVID-19 Impact Market Outlook? April 8, 2020

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What You Should Know About the Stimulus Checks April 2, 2020

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Small Business Relief March 30, 2020

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A Letter From Jennifer March 30, 2020

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Coronavirus March 16, 2020

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Pay Yourself First February 19, 2020

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Surprising things medicare doesn’t cover

Senior backpackers

Surprising things medicare doesn’t cover According to recently published retiree healthcare cost estimates,1 a 65-year-old couple in 2018 can expect to pay $280,000 in healthcare costs in retirement. That’s a 75% increase over the 2002 estimate of $160,000. As healthcare costs continue to rise faster than the rate of inflation,2 many retirees find themselves facing […]

Diversification in Market Volatility

When we see a change in our investments we may instinctively want to pull out of the market or sell under-performing investments as soon as volatility is seen on the horizon. However, taking yourself out of the game could mean losing out on potential opportunities and putting your savings at risk. The best and most […]

Legacy Planning

Happy three generation family sharing a mealtime together

A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones or the organizations you support. It’s also about the family history, values and traditions you […]

Online Safety

Dear friends! As your financial advisor, I believe your personal safety online is of the highest importance. That’s why I am writing to share some important tips on making sure your passwords are strong enough to keep your data as safe as possible. You wouldn’t leave your house unlocked while you’re on a two-week vacation […]

Tackling Tuition

couple with investment advisor

  As an involved parent, you are committed to providing your children with the finest education possible. The best way to help ensure that you will be able to afford the ever-increasing cost of college tuition is to start investing toward college savings today. I can help you understand your investment options and how starting […]