Are Your Investments Working As Hard As You Are?

How do you want your portfolio to work? If the first words that come to mind are “More, harder, faster!” then you may need a portfolio review.

Let me tell you about a new client of mine who came to me for a portfolio review. She’d done enough reading online to know that excessive fees could significantly reduce her returns and her ability to retire. READ MORE

Saving money on Rx – my wallet is feeling better already

What’s better than saving money on a $1,000 purchase? Saving on a $1,000 purchase you make year after year. For me, and most likely, a good portion of our aging population, prescription drugs is just such an expense, so I was especially excited to hear that there are websites that will tell me what local pharmacy has the lowest price for a prescription. READ MORE