A client and recent widow sent the following note looking for some financial advice: My husband passed away two years ago. I am now ready to invest the insurance Read More...
I’m newly divorced or widowed, now what?
Getting divorced or becoming a widow can leave you with the unfamiliar responsibility of managing your finances. The period of time following a major life change can be Read More...
What’s the best way to leave money to my children and grandchildren?
If you want to leave behind a legacy and ensure that your children and grandchildren will be taken care of, there are a number of important factors to consider. The Read More...
Strategies to Help Maximize Your Money – Part 1
Volume 1 Issue 1 by Kevin Ellman CFP ® Is it possible to time the market? Do you believe that it is possible for you or your advisor to out-perform the overall market Read More...
What you don’t know can cost you money
You understand the importance of building sound investments for your future and may even have some investments in place. But, do you know how well you’re Read More...