Monthly Archives: June 2014


  • The Value of Relationships

    Money can be a topic people are reluctant to discuss, but having an open, transparent dialogue about your finances should be the goal when it comes to your relationship with your Financial Advisor. An integral part of the client-advisor relationship is dependent on your advisor knowing the ins and outs of your overall financial situation, Read More


  • Are You and Your Spouse on the Same Page?

    After 24 years of marriage, Joe and Jane often finish each other’s sentences. So imagine how surprised they were when some differing goals emerged during a recent retirement income planning discussion with their Financial Advisor. As their advisor led the couple through an exercise designed to help them set retirement priorities, they discovered that Joe Read More