2022 has been a year for the record books in many ways - The financial world and investment markets have experience numerous record breakers, and many of those have not been good. Even in a year like this with lots of negative noise and news, we still want to stay on track toward our financial goals. As a financial advisor, there are several key steps I recommend that every one should consider each year.

3 Simple Steps to Stay on Track Toward your Goals!

World events that impacted this year.

"Those who fail to learn from history are destined to repeat it." 
Winston Churchill

Before you start on your holiday to-do list, check these financial to-do's!

Experience tells us that those who run through these items annually are well set up to reach financial goals in the new year!

Volatility is a word that we have heard a lot this year. Here are 5 Tips to help you survive & thrive in any financial environment.

As we head  inch closer to the holiday season, the thought of giving before year end comes to mind. 

There are many reasons why you might consider making charitable gifts each year - and even more worthy organizations to give to. There are also many ways for you to give. The first way people generally think to give is with a cash donation.

Buy Low & Sell High is the age old investment advice, however picking the low time to buy a stock is an extremely difficult task to accomplish.

 Is Buying or Selling Precious Metals The Way To Go With The State Of The Current Market?

The Answer May Surprise You.

Some life insurance policies only pay a death benefit if the policy owner dies during a certain period—the “term” of a term life insurance policy. Others pay out a death benefit no matter when the policy owner dies—these policies are considered “permanent” policies and are intended to remain in-force for the entirety of the policy owner’s life.

The kids are back to school, the holiday season is right around the corner, fall activities are in full swing!