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It’s Summertime! A Perfect Time for a (Credit) Freeze!

Originally posted July 28, 2014. One of the first steps in building a financial plan is to make sure that the assets you own are properly protected.  When we talk about protecting your assets, most people think of making sure their auto, homeowners and liability insurance policies are in place and sufficient.  If you are […]

19 Jul

End of Quarter Update for Q2, 2016

End of Quarter Update for Q2, 2016 I know that it’s hard to believe, but a quick look at the calendar will confirm, 2016 is more than halfway over! Whoever said that time goes by more quickly as we get older was certainly correct. On June 30th, we ended another quarter, and the end of […]