We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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Seniors shoulder a surprisingly large credit card debt burden
Younger generations of Americans have long looked up to their elders as
paragons of good financial common sense. The "Greatest Generation" managed
to get through the country's toughest economic conditions with a dogged
attitude about saving and minimal spending. So it's surprising to find out
that many seniors are facing high levels of credit card debt.
more
Digitize and organize your finances in the new year
Being smarter about money is one of the most common New Year's resolutions,
whether it's cutting back on spending, saving more, or making sure to pay
bills on time to avoid late fees. Making good on those promises is easier
than ever, thanks to the gadgets that are constantly by our sides or in our
hands.
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Simple steps to calm the financial jitters
Got a case of the financial jitters? You're not alone. A recent
survey of 1,000 American adults by Thrivent Financial for Lutherans and
"Kiplinger's Personal Finance" magazine found that most Americans are
still struggling with or worried about their finances.
more