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Understanding the financial terms of a product or service is essential, but decoding financial lingo is a daunting task to many. Learn your options first and always ask questions.  For a simple and comprehensive overview of common financial terms, click  HERE .
                   Sending my best,
Do you ever feel lost or overwhelmed with your current financial situation? Twice a year, I teach Retirement Planning classes as an option for you to understand your options. No commitment. Simply educational. Keep an eye out for my next set of classes in early Fall 2016. 

Monthly Insights Video  
Stocks scored sharp gains in March, thanks to upbeat economic news, positive reports from overseas markets, and a welcomed update from the Fed. 

Startups After 60

Is this the solution for the 'retirement crisis?' With no greater risk than a corporate job, individuals over the age of 60 are investing in their own businesses. #Entrepreneur

Financial Literacy Month
 Do we have enough education to support our knowledge of their finances? Forbes writer Annamaria Lusardi says being financially-savvy is key to 21st century success. 

E ver go to file a document and realize not one more paper can be crammed into a folder? 
Organized chaos or not, 'tis the season to purge old documents! Make sure you aren't tossing things too soon, though; here's a  quick list of items you may want to check the dates on before you say 'Sayonara' to this spring. Don't have a shredder? We can shred those old papers for you. Simply e-mail my assistant, Ann, to set up a time to bring paperwork in  here.

"A goal without a plan is just a wish." - Antoine de Saint-Exupery

Questions? Comments? Let me know what is on your mind - E-mail Me! 
Investment Advisor Representative offering securities and Investment Advisory Services offered through Cetera Advisors., LLC. Member FINRA, SIPC, and Registered Investment Advisor, Sunrise Wealth Advisors, Inc. and Cetera Advisors, LLC are not affiliated entities. 
All situations are different. Please consult your financial professional for information regarding your needs and suitability issues. An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities (529 Plans) before investing. More information about municipal securities is available in the issuer's official statement. The official statement should be read carefully before investing.