Squirrel:  The Intelligent Investor

These have not been ordinary times.  Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low...

Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

Using The Internet To Find And Research Financial Advisors

Read this timely article if you are planning to change financial advisors or select your first advisor in the first quarter of 2017. How do...

A Comprehensive Comparison of Retirement Plans

How do you see your retirement from your mind’s eye? Are you living the same lifestyle during your retired life? Have you managed to get...

So, You Want to be a Real Estate Tycoon?

A client of mine recently inherited some money. She’s happy with her investments but has been itching to buy a real estate investment property.  An...

Five Tips for Tax Preparation

It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of...

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