Author: Anna Sergunina
19 May 2016 MONEY “DATES”
Posted
The idea of “Money Dates” has recently resurfaced in my mind. I was having a discussion with my husband about our finances. We had just re-balanced our portfolio, with the help of our advisor, Jim Ludwick!...
10 Mar 2016 How To Avoid Getting Stuck With A Rental-Property Dudd
Posted
If you’re thinking of buying a residential income property or converting your current residence into a rental, you might want to think again. A deal that looks good on the...
10 Mar 2016 Maximize Your Employee Benefits
Posted
Being your own boss might seem like a sweet deal, but one of the advantages of working for a company is the employee benefits package you’ll usually get. Typical benefits include a retirement plan,...
10 Mar 2016 Be On The Lookout For These 7 Everyday Scams
Posted
Each year, hundreds of thousands of older Americans are victims of abuse, particularly financial abuse. As a financial advisor, it’s part of my job to be on the lookout for...
