We’re Here to Help!

We’re here to help!   I am writing today to address the situation with the corona virus in Maryland and to assure you that we are both actively monitoring this situation as well as prepared to address your service and meeting needs should the situation become worse.   Not a day goes by that we […]

Plan for the worst, hope for the best.

Plan for the worst, hope for the best. I do not know how many times those words have come out of my mouth.  As a financial planner, it’s my job to make sure that my clients are doing just that. None of us have ever been here before.  But I have gone through a thing […]

Purchasing a Second Home

Do you envision a home at the beach with the sun shinning over crystal blue waters and miles of sand just waiting for you to spend time relaxing on? Perhaps you see yourself walking into your ski house armed for the coming week with the ability to work out of your home office during the […]

Personal Tragedy and the Financial Plan

As a financial adviser, it has been an honor for me to help some of my clients through some of the most difficult times in their lives.  Today, I’m going to talk about death. Death is something that we don’t want to face, and yet it is one of the two certainties in life.  Having […]

Life as a Business Owner

“Working hard for something we don’t care about is called stress. Working hard for something we love is called passion.” -Simon Sinek Being a financial adviser is a calling for me.  I didn’t plan on being a financial adviser.  I realize that is an ironic statement for someone who spends their life planning.  When I […]

Too Much Cash in Your Bank Account

It happens.  You open your bank statement and realize that over the past couple of years your bank account has crept up to $50,000, $100,000 or even $200,000.  It feels good to open that statement and see that cash sitting there.  It means that you won’t have to worry about paying your bills.  You are […]