Check the background of this firm on FINRA Broker Check.

Ep 40: Five 401(k) Mistakes to Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we’ll cover 5 mistakes people make in...

Ep 11: Common Financial Mistakes Couples Make

A successful retirement plan for couples starts with communication and collaboration. Couples often avoid discussions about their finances and retirement plans, but this can lead to future financial issues. It is important to have conversations about your long term...