Broker Check


Tuesday, October 17, 2023

You and your family are invited to watch an invitation-only conversation with Jeremy Siegel, professor, writer, Senior Economist with WisdomTree, and renowned expert on the economy and financial markets. Cetera’s Chief...

Monday, October 2, 2023

Two options you could have are a Health Savings Account plan (HSA) and a Preferred Provider Organization plan (PPO). When choosing between the two, you need to understand the advantages and disadvantages of both.

Monday, September 25, 2023

Buying a car can be an exciting experience. Deciding what type of car fits your needs the best, picking out the features you have to have – all crucial decisions to make.

Monday, September 11, 2023

Transitioning into retirement can be both exciting and challenging. After years of hard work, you finally have the opportunity to relax and enjoy what are often called your “golden years.”

Thursday, August 31, 2023

Conversations about money can be tense and uncomfortable, especially when it’s a conversation with your long-term partner or spouse. Money problems and miscommunications about finances can cause tension and lead to larger issues...

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Friday, August 4, 2023

You already know that naming beneficiaries for your retirement accounts, life insurance policies and other assets is a critical component of estate planning. We want to call out a few common gaps we see in this process so you can...

Thursday, July 27, 2023

Sometimes, a picture is worth 1,000 words. So I decided to include an image of the June Consumer Price Index (CPI) report to help put inflation in better perspective: Core CPI, which excludes volatile food and energy prices, rose just...

Monday, October 3, 2022

Why to Check Your WithholdingThe IRS doesn't require you to file a return unless you owe money. However, it does allow you to deduct certain taxes from your income, such as state and local sales taxes, property taxes, mortgage interest...

Tuesday, June 28, 2022

As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.Money that goes into a Roth IRA is after-tax dollars. Because...

Tuesday, April 12, 2022

Retirement Isn't Always Permanent!

Tuesday, April 5, 2022

Wednesday, March 23, 2022

You Could Be Eligible for More Medicare Benefits

Thursday, March 17, 2022

Why You Don’t Want to Wait to File Your Taxes This Year

Tuesday, March 15, 2022