Category: Financial Planning

The term “perfect storm” is often used to describe a rare confluence of circumstances that produce an event of unusual magnitude, particularly as it relates

The turmoil in Greece has been dominating the news for much of the past two weeks, and we are aware that some clients are concerned

It seems like every year I end up having three or four discussions with various people about the merits of paying off your mortgage early. 

On Friday June 26, 2015 the Supreme Court delivered a historic decision that extends the right to marry for same-sex couples in all 50 states. 

Most of us over the age of 40 can probably remember a time where RadioShack played a significant role in bringing the latest in electronic

I believe being a Financial Planner is the greatest occupation in the world (at least for me), and there are numerous reasons why I think

When I began my career in the financial planning and investment advisory industry I worked for one of the large brokerage firms in downtown Toledo. 

2014 is quickly drawing to an end, and before we know it the holiday season will be in high gear. Before you get caught up

Happy New Year! The telltale signs of the New Year are all around us. One of the classic New Year’s resolutions we hear about is someone’s renewed

Christmas is just around the corner, and the end of the year is not far behind.  It seems like time is at a premium this