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Blog : Financial Advisor

Long-Term Care: What are my Options?

Certified Financial Planner Financial Advisor Financial Services Long Term Care November 13, 2018 Author: Deborah Doyle

When planning for retirement a big mistake most people make is overlooking long-term care insurance and preparing for healthcare expenses– whether foreseen or not. Most people are not aware of what the costs are, how to prepare for them or where to even begin to save for these kinds of future expenses. You’ve had discussions […]

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Achieving Financial Independence

Certified Financial Planner Financial Advice Financial Advisor August 15, 2018 Author: Woody Derricks

Dealing with Divorce and Widowhood as a Woman Most brides enter their marriages assuming that their partnerships will last forever. Unfortunately, life does not always follow our best-laid plans; spouses can pass away unexpectedly, and unions can crumble. This leaves many women feeling alone and scared, treading unfamiliar waters – especially when it comes to […]

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10 Tips for Boosting Your Financial Literacy

Financial Advice Financial Advisor August 10, 2018 Author: Woody Derricks

You’ve probably been told at some point in your life that you are “book smart” or “street smart,” but have you ever been told that you are “money smart”? Being “money smart” means that you are financially literate – or you possess the necessary skills to manage your money and make intelligent, logical decisions regarding […]

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5 Financially Responsible Ways to Invest in Your Future

Certified Financial Planner Financial Advisor Investment Advice July 23, 2018 Author: Woody Derricks

We all know that spending money is more fun than earning it. And earning money is often more fun than putting it away for a rainy day – in fact, if you are reading this article, you may be one of the few Americans interested in saving money. Polls show that up to 78% of […]

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Tips to Survive Market Volatility

Financial Advice Financial Advisor Investment Advice Investment Advisor June 5, 2018 Author: Woody Derricks

The Dow Jones Industrial Average (DJIA) closed at 26,616.71 on January 26, 2018, an all-time record that has not been surpassed. Since then, the market has shown investors that volatility is back – and may be around to stay – this year. The unpredictability may seem long overdue for those who have been in the […]

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Tips for Retirement Planning

Financial Advisor Retirement Planning Retirement Planning for LGBT Couples October 18, 2017 Author: Woody Derricks

Retirement planning is always a hot topic. Whether you’re a Baby Boomer or a member of Generation X, retirement will be here before you know it. The earlier you plan, the better off you’ll be when you’re ready to say goodbye to your full-time career. Will you be able to retire when you want? Will […]

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Tips for Choosing Employee Benefits, Part 2: Same Sex Couples

Financial Advisor Financial Advisor for LGBT Couples Financial Planning for Gay Couples Investment Advisor September 28, 2017 Author: Woody Derricks

When you are deciding whether or not to walk down the aisle, you may want to take employee benefits into consideration. Some companies recognize civil unions and domestic partnerships when it comes to perks such as employer-sponsored health insurance, but others do not. To ensure that you are taking advantage of everything your employer has […]

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Tips for Choosing Employee Benefits, Part I

Employee Benefits Financial Advisor Financial Planning Health Benefits Life Insurance Retirement Planning September 18, 2017 Author: Woody Derricks

If you are changing jobs or simply approaching open enrollment season for your employee benefits, selecting the right options for you and your family can be stressful. Whether it involves utilizing a Health Savings Account (HSA) with your health plan or deciding how much to contribute to your 401(k), the selections you make every year […]

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