What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. Please feel welcome to contact us if you have a particular topic you'd like us to discuss.


Thursday, April 16, 2020

As COVID-19 continues to spread throughout the globe, virtually every part of our lives has been affected by the pandemic, including the economy. While we cannot control the fact that businesses are temporarily closed and the market...


Wednesday, April 15, 2020

COVID 19 SCAMS - STAYING INFORMED We recommend staying updated regularly on the latest coronavirus scams to protect your personal and financial information. Please visit the FTC webpage: for important...


Wednesday, January 22, 2020

Still settling on a New Year's resolution? Here's 5 Steps to Put Your Finances in Order for 2020


Tuesday, December 10, 2019

The holidays are here and in full motion! In order to minimize stress and maximize your gifting power, it’s important to keep in mind a few details. Follow the five tips below to maximize your charitable giving strategy in 2019.


Thursday, May 30, 2019

Oliver was pleased to participate as a speaker at the CleanMed conference in Nashville this May.


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Friday, January 12, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...