“The most beautiful discovery true friends make is that they can grow separately without growing apart.” – Elisabeth Foley I recently had the pleasure of visiting with a lifelong friend. She and I have known each other since childhood. And always seem to be able to pick up where we left off.  Time and time…

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When is the last engagement you had with your financial planner? Just as you go to the Doctor when you want an answer regarding your body, you should have regular financial checkups with your advisor.  If your finances feel uncertain or questionable, engage with your advisor to gain information and education about your present or…

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Our lives are constantly changing, and so is our relationship with money. Each stage brings new financial challenges. And questions that need to be addressed so that we may strategize a plan for future financial security. We must take into consideration our age, the economy at present and our money history. Remember with each generation…

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