Main Line Advisors

03/06/2020

Beautiful day out there... Am I right?

06/22/2019

Most retirees don't take this into consideration. Imagine if you had guaranteed retirement income that will last you the rest of your life!

Advisors say that for most people, increasing the age for required minimum distributions would not make or break their retirement plan.

06/22/2019

Finally getting some overdue coverage...take a look!

Wether you love or hate annuities, research shows that they can add a lot of value in a retirement income plan. Annuities do more than just lock up your money in an expensive insurance product, they can provide tax benefits, secure cash flow, longevity protection, and actually free up other assets.

05/01/2019

It's Ok to admit...most of us don't know everything we should when it comes to our personal finances.

Find out how easy it is to ask for insight and education!

Message me to set up a no-obligation-conversation!

Financial services providers are uniquely positioned to change the conversation around literacy and address the elephant in the room: the "money talk" taboo.

04/17/2019

So tax day has passed...Any idea what you are going to do with your refund?

Ask a pro...I can be a resource for you and your financial future!

04/12/2019

How many of you have been here before?

"As reductive as this idea is when we were kids we assumed our parents knew what they were doing with money, simply because they had more money than we did."

Were your parents savers or spenders? Asking how they managed their money can show you how to improve your own financial habits.

04/10/2019

Tax Day is Fast approaching.

Have you made your 2018 IRA or Roth IRA contributions yet❓ There's still time!

04/09/2019

Congrats to MainStay Funds, the mutual fund arm of New York Life Investments, for being ranked #2 by Barron's in their 2018 list of The Best Fund Families! MainStay also finished #2 in U.S. Equity and #3 in Tax Exempt Bond. Contact me to learn more about our award-winning fund family: http://webreprints.djreprints.com/55980.pdf.

04/09/2019

Hmmmm....how can you do better❓

Let's talk❗️

The average equity fund investor achieved an average annual return of 5.3%😔 over the past two decades, compared to a gain of 7.2% for the S&P 500. 💲💹

The Average Investor Underperforms: What You Can Do to Avoid This, release date:Apr 17, 2018