Broker Check


Dear Readers-

From time to time I find myself musing about topics and issues that I wish I could share with all of you. 

These musings range from issues like wanting to remind everyone to check and update their beneficiary information to announcing new statistics on estate and gift tax rates or the pros and cons of certain financial strategies.

Check back often to read these entries! Let me know if there is a specific topic about which you would like more information or which you'd like me to address.

Wishing you all abundance.....



Wednesday, March 2, 2016

Thank you for those of you who attended the Social Security Information Session held on February 23rd and 24th. For those of you who were unable to attend, here is a recap. I hope you find it informative.


Monday, May 18, 2015

Interesting reading. What assumptions are YOU using to assure your money lasts?


Thursday, April 2, 2015

Interesting reading:


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