Your Financial Journey
Helping You Make Better Financial Decisions
Volume 12
How to Start the Family Caregiving Discussion
Nobody looks forward to discussing finances and elder care with their parents, but every family needs to do it. These tips will help you start the conversation now and get a plan in place before you urgently need it. Click here to read full article.
11 Financial Tips to Make Caregiving Easier

Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving and keep things under control.
Firm News
Clem Dinsmore Retires

It is with mixed emotions that we bid farewell to
Clem Dinsmore, who worked with our firm for the past two years. He and his wife Barbara are retiring to their new home in Delaware to be closer to his family.

Congratulations to Ryan, who has passed the Commonwealth of Virginia's Insurance Exam. This is another important milestone in Ryan's advisory education plan. Ryan joined our firm in 2016 after graduating from Virginia Tech with a B.S. in Finance.
An illustration of a One-Way style sign that says First Quarter

Second Quarter Market Review
World Capital Market performance and a timeline of events for Q2 2018

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