One of the most significant days of the year occurs the second Sunday of May. That day of course is Mother’s Day. Being a mother is how many of us identify ourselves and this lifelong role has been the most important to me. Not only in raising my daughters from babies to adults, but as I … [Read more...] about Happy Mom’s Day!
couples and planning
I guess you can say that Dan and I are unique in the financial advisor world. There are not many married couples who work together as financial advisors. Is being a married couple and financial advisors beneficial to our married clients? The ability to communicate in a marriage is one of … [Read more...] about Working with Couples as a Couple