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  • Jul 1 2022
    Should I Wait Out Uncertainties in The Market and Start Planning When Things Settle Back Down?

    Today’s challenges include rising taxes, inflation, interest rates, and market volatility. It is understandable to be nervous about the future...

  • Jun 2 2022
    My Grocery Bill Keeps Going Up. Any Suggestions?

    Planting a garden can improve your health, provide rewarding work, and might even lower your grocery bill. Still not convinced? Let's dig deeper...

  • May 5 2022
    Investment Update: May 2022

    As recently mentioned in the quarterly newsletters in January and April, your portfolios entered the new year with a moderately cautious stance.

  • May 2 2022
    hand resting on top of a chain link fence
    3 Things to Do If You Are a Victim of Cybercrime

    We do our best, but a digital life can put us in harm’s way. If cybercrime happens to you, it’s important to know what to do and act quickly...

  • Apr 13 2022
    Client Newsletter 2Q22

    Happy Spring! In our 2Q22 Newsletter, we discuss 2022, ways you can protect your family in inflationary times, our latest investment, and upcoming changes..

  • Apr 1 2022
    aging parents with young grandkids
    Do’s and Don’ts When Caring for Your Aging Parents

    The issue of caring for aging parents will confront more Americans every year. Read our Do's and Don'ts to preserve you family relationships.

  • Mar 2 2022
    black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder
    How Can I Prepare For Tax Season?

    Truth is, most of us don’t understand the tax code. As tax season quickly approaches, here are some suggestions that might help your planning process.

  • Feb 24 2022
    Investment Update: February 2022

    Given the recent market volatility, I want to give you a quick update on your investments. Here's how we are monitoring your portfolio...

  • Feb 2 2022
    Helping Your (Adult) Kids Become Financially Independent

    As parents, we want what’s best for our children, no matter their age. Monetary support can provide a short-term lifeline, but it could also backfire...