We would all love to have a family reunion in some exotic location at a luxury resort, but most of us can’t afford this extravagance. Years ago, when families stayed near one another, it was easy to have simple reunions at home where everyone would bring a dish and stories to share. Today, however, many…

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  This year’s hurricane season brought with it much devastation, but luckily many lives were saved due to mandatory evacuations imposed by local governments before the storms hit our shores. Planning gives everyone a chance to protect themselves, their property and to find peace before the storm knowing you did all you could to prepare…

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Our prime purpose in this life is to help others. And if you can’t help them, at least don’t hurt them. – Dalai Lama When you’re asked to do a favor for a friend or family, do you expect a return on the favor? Are you keeping tabs of the many good deeds or loans…

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Technology and FinTech  The FinTech Market The FinTech (“financial technology”) market is alive and well, and the largest group of users are tech-savvy millennial’s. It comes as no surprise that a generation raised using the assistance of smartphones and apps would indeed continue to seek to utilize apps in adulthood. The Fintech industry has offered…

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You know the feeling you get when you stumble upon some unexpected cash, the cash you had completely forgotten. Whether you left it in an old purse, inside a coat pocket or you find it at the bottom of the wash. It makes most of us feel a bit of pleasure. So then why wouldn’t…

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What is the meaning of Collectibles? Collectibles are items made valuable due to their rarity or popular demand. Examples include art, rare coins/stamps, antiques, fine wine, etc. The ta”X”ing of collectibles can be complicated. But having a comprehensive plan in place can help reduce the burden one encounters when selling these heavily taxed valuables. The…

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When hackers breach large organizations or our government, there is often great alarm. After the Equifax breach, many of us were wondering what we should do to protect ourselves. Should we freeze our credit? We are also wondering, how does this happen? And is there a way to it stop? In today’s world of technology,…

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Planning for retirement will require help from a professional. Knowing the right questions to ask a potential advisor can help ensure you get an advisor that best suits your individual needs. When you begin to interview a financial advisor, be sure to ask questions – lots of them! Are you a fiduciary?  This is important…

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