“What? You’re retiring?” Name:             Kate Age:                54 Profession:     Newspaper columnist Status:             Working part-time Receiving the sudden news from an employer that you are going to be let go for early retirement is difficult for anyone.  In some cases, it might even be harder for the spouse.  Confidence and happy anticipation can take a big hit when…

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As a daughter, sister, wife, mother and aunt, I, like many of you, fill many roles as a woman.   While there have been significant improvements to the gender gap in the workplace, statistics show that women are still at risk of not achieving their own financial security.  While women are just as capable as men,…

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Many of our clients are in the fortunate position to be providing an inheritance to their children and grandchildren. While there’s comfort in knowing you’ll ultimately be helping your loved ones financially, lifetime gifts can provide a psychological reward you’ll never experience if you wait until after you die to pass your money on. When…

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  Securities and Advisory Services offered through The Strategic Financial Alliance, Inc. (SFA) – Member FINRA, SIPC. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary.  The SFA does not provide tax or legal advice.