Our Thoughts On

I Want Mine - Social Security Simplified

I have this love/hate relationship with social media. In late April, when The 2019 Social Security and Medicare Trustees Reports were published, the key

Financial Fitness: Setting SMART Goals

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Happy New Year! As the calendar flips and a New

Financial Fitness

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. It can be hard to differentiate between financial

Financial Fitness - Are my personal finances on the right track?

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. This is a frequently asked question by my clients