Broker Check




As our name suggests, we partner with our clients to achieve their financial objectives and goals. Like any partner we want you to know what’s on our mind. You can read about it on our blog. Whether it’s financial wellness topics, insights on the economy, ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, February 27, 2020

It is our responsibility to communicate when market conditions dictate, and the recent volatility associated with the Coronavirus merits sharing our thoughts. Markets have dropped recently – although we are still within...


Friday, March 1, 2019

Did you know you’re more likely to save a windfall than a small amount consistently over time? Hack that psychology by saving your bonuses, raises, and tax refunds. This tax season, get ahead of your financial goals by depositing...


Thursday, February 28, 2019

Studies show few Americans have adequate savings for retirement but it’s never too late – or too early – to start saving. Saving now for retirement will help ensure you have enough money to enjoy a comfortable...


Wednesday, February 27, 2019

That day you blew a tire. The time your dishwasher overflowed. That vacation when your child got sick far from home and the doctor wouldn’t take your insurance. We all have those unexpected events in life that can lead to...


Tuesday, February 26, 2019

Don’t think you can save? Hack your savings at work! Never miss a beat when it comes to savings. Make it so easy you never have to think about it by setting aside money for savings automatically. Learn how to set up automatic...


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Monday, February 25, 2019


Friday, February 2, 2018

Ok, to provide full disclosure, I am a Tampa Bay Buccaneers fan and I am married to an avid Pittsburg Steelers fan, so really, I don’t care who wins this year. Except, I am somewhat superstitious, therefore based on what The...


Friday, December 22, 2017

“This is too difficult for a mathematician. It takes a philosopher.”– Albert Einstein, on filing tax returns. The most comprehensive tax reform since 1986 is on the precipice of becoming the law of the land. For the...


Wednesday, October 25, 2017

Considerations When Choosing a Retirement Plan Advisor In the ever-changing regulatory world of corporate retirement plans, it has become important for plan sponsors to know what they should look for in a retirement plan advisor....


Wednesday, October 11, 2017


Wednesday, October 11, 2017


Tuesday, October 3, 2017


Thursday, September 21, 2017

Most financial wellness conversations over the last few years have centered around the potential reductions in health care cost for the employer. A more effective result of a successful program may come in the company's increased...


Thursday, September 14, 2017


Monday, July 24, 2017

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Monday, July 24, 2017

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