I hope this letter finds you and your family well. As for our family, we have been busy at the ballfields which has been fun. Late nights, dirty uniforms, and lots…
It’s hard to believe another year has come and gone. 2017 was an exciting year both professionally and personally for me. Professionally, we have continued to expand the number of…
Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely – in a secure…
As we approach the celebration of our independence as a nation, we want to take a moment and reflect on how truly blessed we are to live in this great…
We are proud to share some great news from our broker/dealer – LPL Financial. As you may know, LPL produces and delivers your monthly and quarterly statements. Recently, LPL improved…