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Susan on Money

Read Susan on Money. Susan shares her latest thoughts on investing, the economy and common sense approach to current … Read Susan's Blog

Financial Review

Susan is ready to listen to your needs and desires, recommend a strategy, and tailor a plan uniquely … Schedule Review

Investment Advice

A fee-based Registered Investment Advisor offering objective, independent financial advice. … Ask Your ?'s to Susan

Benefits of Choosing an AIF® Designee

U.S. News & World Report recognizes the AIF® Designation as one of the top financial certifications. Read 4 Best Financial Certifications here. WHAT MAKES AIF® DESIGNEES DIFFERENT? Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary … [Read More...]

To Be Responsible or NOT

Hi Everyone, We are being inundated with news about Coronavirus Covid-19 as it relates to our health and to the markets.  As a fiduciary, your interests are my interests. I am watching the news and markets closely. It is important to stay informed and aware of our surroundings.  My daughter is currently in college … Read More...

What You Need To Know About SECURE Act in 2020

A new law was passed on December 20, 2019 and became effective January 1, 2020. SECURE is an acronym for Setting Every Community Up for Retirement Enhancement. The act is designed to help more people save for retirement in accounts likes 401(k)s and other tax-advantaged accounts so they don't outlive their … Read More...

Any Sign of Recession? – Susan on Money

Personally, I think we are a bit away from any real recession. There are a few scenarios that should tell us when we are near: Sharp rise in wages Rising inflation Fed gets aggressive with interest rates Dip in consumer confidence Business becomes cautious about investing in growth In addition, any trade war … Read More...