Broker Check


Thursday, April 14, 2022

Talking about finances can be difficult in any relationship, but as a neurodiverse individual, family member, or partner, you know that we often have unique circumstances when it comes to our money.

Wednesday, February 2, 2022

Buying a house is the American dream, but it's also one of the most significant investments anyone can make. If you're considering purchasing a home, it's essential to evaluate your financial standing beforehand to ensure you are ready for

Tuesday, January 11, 2022

We hope that all of our family, friends, and followers had a restful and joyous holiday season -- and that you are all still staying safe and healthy and warm.  Towards the second half of 2021 many of us were feeling upbeat and positive and

Friday, October 8, 2021

What Is The Purpose of “Special Needs Planning”?By Zeke Zimmerman and Richard Lofredo The value of benefits and services can be tremendous – as is the difficulty of restoring them if eligibility is lost What is the...

Friday, August 20, 2021

The biggest obstacle in special needs planning is simply making the time In families where a loved one has a disability, the path to proper financial and legal planning can sometimes feel so long and complicated that many families get...