Should I invest in GameStop?
What is GameStop and why does everyone care? Should I consider investment? Let's deep dive...
Four Steps to a Business Succession Plan
If you own a business and want to start the succession planning process, the obvious question becomes, “How I get started?” Here are a few simple steps to get the ball rolling....
Financial New Year’s Resolution
3 simple and easy to implement exercises that can greatly improve your financial life in the year ahead.
Picking an advisor, a behavioral perspective
10 questions to ask a prospective financial advisor...
Worried about the election? Let's Talk...
2020 has already had more twists and turns than an HBO series...
Making a Plan for Alzheimer's
There are many facets of retirement planning. Most people think of this process as detailing a plan to save for retirement and a plan to supplement one’s income during retirement. However, the planning process should also entail putting a plan in place today that deals with possible future uncertainties that could push the plan off course.