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Money Matters Newsletter

This month, my newsletter explores the following topics: Must-have ‘non-financial assets’ in your estate plan What inflation fears mean for your 401(k) How to tap free money for college How your credit score impacts your net worth Summer is here and we’re almost halfway through the year. Please contact me if you would like to… Continue reading Money Matters Newsletter

Introducing Our New Mobile App

At SLIA, two of our core values are “commitment” and “provide excellence”.  We live these values every day, in everything we do.  We vow to always work tirelessly on behalf of our clients and to strive to exceed expectations by providing outstanding guidance, service and results.   With those values in mind, we recognize that… Continue reading Introducing Our New Mobile App

A New Beginning

  Dear Friends,   What a ‘decade’ 2020 was! It was a year that tested our resilience and forced us to dig deep to move forward (or just stay even). Our “new normal” was anything but normal! I have never been more excited to welcome a new year.   I’m sure you join me in… Continue reading A New Beginning

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