News & Insights

Family at a dinner table

Let’s Talk Turkey About Estate Planning

Wednesday November 08, 2023

Let’s be honest. Most of us aren’t the type to finish our holiday shopping by Labor Day, and those New Year’s resolutions from 2023 are still clinging to the refrigerator …

Shocked Young Woman Checking Grocery Bills In Kitchen

Hosting for the Holidays…without Going Broke

Thursday November 02, 2023

The holiday season can be a magical time of year filled with warmth, laughter, and, of course, holiday gatherings. If you’re a brave soul hosting this year, those holiday meals …

Teacher giving a lesson to nursery students.

Dependent Care Costs? DCFSA May Help!

Thursday October 19, 2023

Balancing family life with military life is a major task, often requiring support from dependent care providers. If you’re covering the cost of care for your loved ones, you already …

Bitcoin golden coin and pair of plastic pumpkin baskets for trick and treat.

Crypto: Trick? Or Treat?

Friday October 13, 2023

Gather ‘round my spooktacular thrill-seekers! It’s time for a ghastly adventure into the mysterious world of cryptocurrencies! Should you pry open the creaky door to the crypt of crypto? Or …

Astronaut on a foreign planet in front of spacetime portal light.

A Time Traveler’s Guide to Retirement

Wednesday October 04, 2023

Over the years, we’ve all learned some valuable lessons from watching sci-fi movies, but none as important as the sacred rule of time travel: never alter a single thing when …

Stressed Mother With Two Young Children At Baby Group

All He Got Was a Quote! The Importance of Life Insurance

Thursday September 07, 2023

As a financial advisor of 30 years, I’ve spent a lifetime talking to military and civilian families about financial planning, investments, and securing their future.  Most days ended with a …

Couple preparing to pay bills

Mind Your Money

Thursday August 24, 2023

Like all of us, I’ve experienced financial challenges over the years. Even being a financial planner doesn’t make you immune to money problems. I know from first-hand experience that managing …

three teenagers at school building

Back-to-School on a Budget: Schooling Your Teens

Friday August 18, 2023

Want to feel old? Go back-to-school shopping with your teen like I recently did. You’ll learn the latest fashion trends, hairstyles, and lingo to make the upcoming school year a …

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