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 movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Tuesday, May 16, 2017

A mom is a child's first financial advisor. Tips given by moms can influence a child's spending and savings habits for life.


Monday, April 24, 2017

As part of Financial Literacy month, I thought I would give some insight on saving for Financial goals. These are recommendations that I often will use with my clients who are saving for their goals.


Thursday, April 13, 2017

Defining our wants from needs is a great starting point. A Need is something that you need for basic living such as Housing, transportation, food and Insurance. A want is something that makes our basic living better.


Monday, February 13, 2017

Tax season may just be getting started, but tax scammers have been hard at work. In fact, the Federal Trade Commission (FTC) has gotten thousands of complaints about one kind of scammer in particular — IRS imposters. Here’s...


Thursday, February 2, 2017

This week is Tax Identity Theft Awareness Week. Tax identity theft happens when someone files a phony tax return using your personal information — like your Social Security number — to get a tax refund from the IRS. It...


Show All

Tuesday, January 31, 2017

Just this week, I have seen two Go Fund Me requests for an unexpected Death. As a mom, woman, and a citizen, I am sad when I see Go Fund Me requests. I am usually compassionate about the subject, and often feel compelled to give. What...


Monday, January 23, 2017

As I write this, we are almost three weeks into the new year. Gym attendance has slowed, a few more drinks are being consumed, and chocolate has creeped back into our diets. Sound like you?? As we all know, resolutions are terrible...


Thursday, December 29, 2016

According to, superstition often guides meal choices during New Year’s celebrations. Some foods are believed to bring good luck, while others are avoided for fear of negative consequences. Tradition suggests that...


Tuesday, December 27, 2016

I have a bit of a weird obsession. Towards the end of the year, I love spending time with my Quicken account. Download, organize, categorize. I like to know where my money went for the year and I like to think about where it might go...


Wednesday, September 21, 2016

On my morning swim today, the ripple in the water made me reflect on the ripple effect of the actions we take. Taken by choice or forced upon us, we never really know the impact we have on others. We lost our son 7 years ago to cancer....


Monday, July 18, 2016

As we embark on the second half of 2016, the headlines and much of our attention will be focused on the 2016 presidential election, which can distract us with the barrage of promises and heightened political drama. Against that...


Tuesday, July 12, 2016

Recently, I have been wondering how anyone would get my emergency contact information if something bad were to happen to me. When I bike, I sometimes take my license. When I run, I know I should have an ID on me but I often don’t...


Tuesday, June 28, 2016

After years of saving, I will be making our first college tuition payment this year as our son heads off to college. What a strange feeling, not only that he will be gone but that something you have been working towards for so long is...


Tuesday, June 14, 2016

Throughout history, fathers have been depicted as leaders, protectors, and providers. They are rarely portrayed as nurturers—that role has belonged to mothers. But, as we know, popular history doesn’t always reflect the...


Thursday, June 9, 2016

How Money Savvy is your recent College Graduate? Here’s some Financial Tips that you can pass on to a recent college graduate to put them on the path to financial success.


Tuesday, May 17, 2016

My final post for Moms this May is for Moms to take care of themselves. Mom - Have you considered doing a Crisis Check- up. Three (SSDT) Single, Simple, Doable Things® for each mother to do.


Tuesday, May 10, 2016

Every Mother’s day, we are always faced with the challenge of what to give our moms for a gift. Here are my suggestions of things you can do as a gift to boost her financial independence.


Tuesday, May 3, 2016

Successful relationships require shared values and goals when it comes to managing your money. Here, I share seven money strategies for a successful marriage.


Thursday, March 31, 2016

College students have steep learning curves. In high school, they were tasked with doing well academically, participating in extracurricular activities, complying with the rules of their parents’ homes and, possibly, having a job...