Why Am I Me? March 2018

Why Am I Me? March 2018

Did you get everything? When it comes to birthdays and holidays, we have a common tradition of giving our loved ones gifts. Now, the last time you had one of these events in your life was there any disappointment or did you get everything? During your life, and having...
Financial Tip March 2018

Financial Tip March 2018

“I just want to take money out of my 401(k) and pay off my house.” That’s what I hear quite a few of my clients say. Well, there’s a lot to be said about getting rid of one of those monthly nuts we have to crack. But, is it always the best move? Sometimes there are a...
Success Story March 2018

Success Story March 2018

With the recent stock market correction, we always get panicked calls from clients about “Oh My Goodness, is my stuff affected?”  Their “stuff”, of course, is their retirement plans that we built for them. We must assure each and every one that “No, your stuff is just...
Health Tip March 2018

Health Tip March 2018

After the holiday season and the Super Bowl festivities, losing weight may be on a lot of our minds.  If it is, try these healthy food substitutions: Unsweetened applesauce for sugar. This substitution can give you the necessary sweetness without the added calories of...