Current Events Commentary

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It seems that no place is “safe” when it comes to your personal information. Cybersecurity is here to stay and we all have to do what we can to protect ourselves. The threats can come from many places: through our phones, our computers, our tablets. Many of us have had the unfortunate situation where our […]

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Don’t Panic

Don’t Panic by Sue Stevens The stock market isn’t pretty today. Overnight Britain passed a referendum to exit the European Union. This will not happen right away. But the uncertainty will impact t

The Value of a Human Advisor

Financial planning is a creative, iterative process. We believe in inspired planning that starts by really listening to what you value and how you want to make a difference. An essential part of this

Presidential Throw Down

As an independent voter, my preference is to look at each candidate and see what they bring to the table. There are many issues that matter to me—quality of character, moving the country in a positi

Understanding Medicare

When you think about income streams in retirement, Medicare may not initially come to mind. But it is an important part of most retirees “golden years.” Medicare covers many health expense