Different stages of life bring new challenges and needs.  Today more than ever, there are a wealth of professionals and service providers who are dedicated to helping seniors, their caregivers and families navigate the aging process.  While some services are better known, others are not, but are just as important to learn about.  The following…

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Investments are an important component of a well-rounded financial plan. As a financial planner, I have seen a variety of investment mistakes that could have been prevented.  These mistakes are often based on emotions or lack of information.  Some investment mistakes can have serious long-term effects.  Below are a few common investing mistakes to avoid.…

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