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Basic internet safety practices reminders

The recent international, internet ransomware attack has prompted us to review some basic internet safety practices:

• Never click on links, read emails or open attachments from people you don’t know or companies you don’t do business with.

If you don’t know where you’re going, then how do you know when you get there?

Regardless of what the market does in the short term, your goals in life don’t go away. All the important goals in life need a well-developed plan. How well are you planning these days?

Happy Spring Cleaning!

Happy spring! Today is the first official day of spring (3/20/17) and as we eagerly look forward to warmer weather, the flowers returning and days with more sunlight another tradition is just around the corner. Spring cleaning is defined as “a thorough cleaning of a house or room, typically undertaken in spring.” But perhaps it can be more than that.

IRS Tax Tips and Personal Data Protection


As tax season is in full swing, we found some helpful suggestions from the IRS website (www.irs.gov) with some steps you can take to protect your personal and financial information.

Financial Resolutions: 6 Tips to keep you Accountable

The beginning of the New Year often stirs up hopes and dreams and we often make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

Keeping Up With the Identity Thieves

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. It is up to you to take every precaution you possibly can, but even that may not be enough. You also need to stay abreast of how they are changing their game.

The Origin of The National Park Service

“Everybody needs beauty as well as bread, places to play in and pray in, where nature may heal and give strength to body and soul.” – John Muir

Have a Long Term goal? Financial Planning can help you get there.

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

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