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We are very excited to welcome to our growing team of advisors and planners Alyssa Young.  Alyssa has been active in the world of investment and finance since her father… Read Article

“My mother passed in July at age 99. I was my mom’s caregiver for the last eight years of her life.  I took her to all her appointments, paid the… Read Article

https://youtu.be/R5cxkwKmSV4 "I've been investing in the stock of my (large & well-known) company for my entire 38-year career. I now have (literally) a ton of stock. It's almost half of… Read Article

https://youtu.be/Oso1lBfJtMA "Would you please talk about how you determine what part of a persons investments should be in the stock market. Is it mostly a function of age? Could you… Read Article

https://youtu.be/bbABOBZtkI0 "Please remind your listeners & viewers to provide access of their online accounts to the executor of their will. My Mom passed away last year and was very organized… Read Article

https://youtu.be/g_2hTMoI0GI "Our financial advisor recommends we invest half of our investments in the stock market and half in bonds. Should the advisor be counting the money we have in the… Read Article

https://youtu.be/dLK1NnHcLhI "My wife and I both turned 40 last year. We bought a new house and I also got a new job. We have a 15-year mortgage at 3.5%. Each… Read Article

https://youtu.be/ZoqfBziiXZ0 "My ex-husband passed away in November. We were married for 29 years, divorced for 3, he was re-married. I'm 62, hoping to retire in the next year or two.… Read Article

https://youtu.be/nkvMAmBN6wo "My husband and I are retired. We have 529 plans for all 6 of our grand-children. Our son was also blessed with a wonderful stepson who is getting ready… Read Article

Caller "Good morning, Gene. I have a question. My mother died last February and did not earn enough money to meet the threshold for the federal tax return. Do I… Read Article