WE ARE ABOUT GUIDANCE

Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.

Going Rewireless

04.01.2025

It has been 10 amazing years since I walked into Verizon and shut off my cell phone, 10 years of living wired in a wireless world.  Admittedly it was easier back then and has gotten harder over time.  Pay phones have disappeared, gas station attendants no longer know directions, and almost everything and anything wants to text message to verify who you claim to be.

Stress Testing the Financial Plan

03.18.2025

Investing can be stressful at times; money is always something we worry about and for good reasons.  Turbulent markets, though very common, can cause unease within the investing public.  Over the decades we have been through these periods, and right now it is feeling all too familiar.