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Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients

Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients

August 13, 2019
Valerie Newell, principal & senior wealth advisor, has been ranked on Barron’s list of Top 100 Women Advisors for...
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Splitting Equitably: The Financial Considerations of Divorce (24:15)

Splitting Equitably: The Financial Considerations of Divorce (24:15)

August 6, 2019
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...
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A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019
Q: How does a letter of instruction help my family? A:  Besides providing your family with the peace...
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Develop a Social Security Strategy

Develop a Social Security Strategy

July 26, 2019
Whether retirement is a few years or a decade away, you may wonder when to start receiving Social Security...
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An Alarming Trend: The Opioid Epidemic (30:40)

An Alarming Trend: The Opioid Epidemic (30:40)

July 16, 2019
Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been...
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Plan Ahead for Medicare

Plan Ahead for Medicare

July 10, 2019
As we look ahead to retirement, we realize that we have to sign up for Medicare, but we may...
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How Do I Insure Fine Arts, Antiques And Collectibles?

How Do I Insure Fine Arts, Antiques And Collectibles?

July 8, 2019
I am beginning to accumulate artwork, antiques and collectibles. Are these items covered by my homeowners insurance policy should...
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Simplifying Senior Living: What’s the Right Choice for You? (34:54)

Simplifying Senior Living: What’s the Right Choice for You? (34:54)

June 25, 2019
As we grow older, we will all need to make choices regarding senior living. Whether you’re making decisions for...
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Starting A Business: Is it Ready For The Sharks?

Starting A Business: Is it Ready For The Sharks?

June 11, 2019
On ABC’s hit show “Shark Tank,” individuals in the early stages of creating and growing their business solicit investments...
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Hype vs. Reality: 10 Financial Planning Tips to Help Cut Through the Clutter

Hype vs. Reality: 10 Financial Planning Tips to Help Cut Through the Clutter

June 4, 2019
During periods of stock market highs, the temptation to plunge into potentially risky investments can be strong. We’ve all...
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Top Financial Concerns Of Professional Women

Top Financial Concerns Of Professional Women

May 20, 2019
Women are frequently pulled in many different directions. Oftentimes, juggling the responsibilities of a career, family and household leaves...
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College Planning: Going Beyond the Dollar Signs (31:52)

College Planning: Going Beyond the Dollar Signs (31:52)

May 14, 2019
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind...
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