How to Navigate the Age of Internet Scams and Identity Theft Protecting your money and identity has come a long way since the days when you bought groceries with a check that had your name, birthdate, Social Security number, and address printed on it. But,…
Remembering Memorial Day Many of us look forward to Memorial Day as we look forward to any other Holiday. It often means a day off of work, barbecue cookouts, family and friend events, traveling, and the start of good weather for the summer months. But…
Recognizing Our Impact Lately, in our office, the subject of intentions and the effects of a person, place, or even experience has been a topic of discussion. There’s a power that we all have inside of us to influence the people around us. Whether that’s…
Finding Gratitude When it Matters Most Gratitude is the quality of being thankful. It’s a feeling, but one that sometimes doesn’t come as easily as others. Gratitude doesn’t come to us naturally, as much as we wish it would. It requires a conscientious choice…
Five Things to Think About as you Weigh Your Social Security Options Deciding when to claim your social security benefits is not only a big decision but a personal one. After all, it’s likely you have been paying into Social Security for decades, and now…
The Delta Variant and the Markets As the COVD-19 pandemic continues into its next phase, it’s natural to be a little nervous. But now is not the time for panic. Here’s why. With the Delta variant of COVID running rampant, how does another looming…
As July comes to an end, we wanted to take a quick look with you at where the markets might be heading for the rest of the year. While we can use history as a guide, let’s also acknowledge that past performance is no…
One of the best parts of our job is being a part of our client’s life journeys. Even better is when they allow us to share their story with you all. A special client of ours took it even further by asking us if he…
We’ve all grown and learned a lot from the hardships the world has faced since March 2020. We’ve learned how to stay connected to each other when the rest of the world shuts down. Many of us had to learn how to do our…
We’re excited to introduce you to Enrique Loscher. As our newest FSG team member and Paraplanner, Enrique has spent the last few months working and learning under the direction of our senior Financial Planners. He has become a bright and positive addition to our team,…