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If you are a millennial you may feel like you have a target on your back. Local financial advisors, stockbrokers, bank representatives, CPA firms, and online firms constantly solicit you. You have a bewildering number of choices and making the wrong selection decision...

If you aren’t utilizing your health savings account (HSA) at your employer, you’re missing out on a great way to save for retirement health care expenses. HSAs allow you to set aside money to be used to pay for medical expenses now during your working years, and later...

What is a personal information cyber-attack?  A cyber-attack is a type of criminal activity where an individual or an organization target computer information systems, networks, or personal computer devices by various means through ‘hacking’ into the computer...

Retirement can be risky business http://www.investopedia.com/articles/retirement/08/post-retirement-risks-outlive-assets.asp  if you don’t consider all the factors that can impact your retirement during your planning process.  It’s hard to know what will happen in the...

As financial advisors, many times we are asked by clients what they should invest in.  It’s not always an easy answer, because our answer to clients depends on many things.  What you should invest in is personal to YOU, and should take into account your personal...

Estate Planning 101 Basic estate planning is something that everyone should do, regardless of your age, marital status, and if you’re a parent or not.  In the US, the statistic is staggering that only 40% have a will or have an estate plan.  Of those that are older...