READI to Play the Long Game?

READI grants will positively impact communities across the State and naturally, there is a lot of anticipation surrounding this opportunity. My advice is to take a collective breath and consider playi... Read More

Calculating Your Withholding Tax

Money disappears from your paycheck for social security, childcare, retirement, insurance, and, likely the largest amount, goes to pay your income taxes. If you typically get a large refund or end up... Read More

Keeping Bad News From Getting Worse

Most people and companies prefer to display positive attitudes for the world to see. Unfortunately, situations arise when the messages we need to deliver aren’t happy ones. The way you share bad news... Read More

Business Growth: By Asking Why?

It starts at a young age for everyone. Children begin asking the universal question: Why? They have a huge desire to learn more in order to understand more. Their need to ask questions overrides any c... Read More

FAQs of a Financial Planner

As a financial planner, I can’t tell you the number of times I’ve heard, “I think we’re making good decisions, but I don’t really know.” In that situation, it’s hard to feel confident you are doing th... Read More