Valentine’s Day is for Love (and Life Insurance)

February 10, 2020

Are you debating between candy or flowers this Valentine’s Day?  We are all getting more and more creative in the ways we tell...

2020 Five Star Professional

January 31, 2020

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2020!...

What You Need to Know about the SECURE Act

January 15, 2020

The new Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was passed with the goal of making it easier...

Investment Outlook- Parting of the Clouds

December 24, 2019

The decade is ending on a high note, but the journey was anything but celebratory.  As the market worked higher and higher in...

The Gift of Giving

December 12, 2019

As we sit here at the end of 2019 enjoying the start of the holiday season, we can't help but feel this is a year to...

Did You Leave Behind Your Old 401(K)?

November 12, 2019

  I just helped a new client consolidate old 401k accounts.  They were tired of the hassle of multiple statements, old...

Putting Candy Aside for the Future

October 14, 2019

When I was a child I went trick or treating with a bright orange plastic pumpkin.  Walking around the neighborhood, I might fill...
stock market volatility

Quarterly Investment Note

October 6, 2019

The Summer Didn't Change Anything Despite recently disappointing data for the manufacturing sector, the economy over all remains...

How Women Can Change the Financial Statistics

August 2, 2019

Our mothers and grandmothers fought for equal rights over 50 years ago and many things have changed since then for our own...

Building Your Emergency Fund

June 11, 2019

Have you ever considered what you would do in the event you or a family member had an unexpected expense come up?  What would...

5 Steps for Taking Care of Mom and Dad

May 9, 2019

We celebrate our moms and dads this month and next.  The parents who so tirelessly supported us and became our role models for...
Hands holding up a gold trophy

Named Best of Summit for the 5th Year in a Row!

April 26, 2019

We are honored to be recognized in our local community once again for continuing to represent excellence. For the fifth year in a...