Broker Check


Whether it’s ideas from the industry or emerging trends, Dwayne provides useful insight and commentary on financial topics and strategies . And once in a while, he may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Wednesday, June 29, 2022

In case you didn’t know, June is National Internet Safety Month. With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been...


Tuesday, August 11, 2020

Ever find yourself bogged down or intimidated by all the things you're supposed to have done to prepare for retirement? It's true that's there's a lot to consider as you plan for retirement. But sometimes, as my mother used to say,...


Wednesday, October 2, 2019

You’ve worked hard to earn a high credit score -- now what? Smart consumers know they should keep an eye on their excellent credit to make sure it stays that way. This doesn’t demand much effort, either. Take these simple...


Tuesday, September 17, 2019

You’ve probably heard that you should have an emergency fund. The purpose? To tide you over for a few months in case you lose your job.So does that mean you can stop worrying about maintaining this rainy day account once you...


Monday, December 17, 2018

Wishing all my clients, colleagues and friends the best of the holiday season! May this year find you within arms reach of the Christmas cookies and enjoying the warmth of laughter and love with friends and family.


Show All

Tuesday, December 11, 2018

Building financial security means sticking to a smart strategy and thinking ahead. Success comes from spending less than you earn, investing wisely and protecting against unforeseen challenges, and to be truly prepared, you should...


Friday, June 8, 2018

When you financial products work together, they make your financial situation stronger. By developing a financial strategy that factors in the strengths and weaknesses of each financial product, you build a winning team.


Thursday, April 12, 2018

Hackers, identity thieves and cyber criminals are continuously coming up with new ways to compromise sensitive financial information, so it's important to make a regular practice of protecting your online data. Here are a few ways to...


Sunday, March 25, 2018

Retirement is not an event. It's another phase of life and it requires clear thinking and planning. Paying attention to these two critical factors will help you build a retirement plan that will last.


Friday, February 9, 2018

An effective financial strategy can help reduce stress in your life. But the question is I hear most often is, “How can I tell when my financial plan is working?”Here are some preliminary questions you can ask yourself to...


Tuesday, December 19, 2017

Retiring in 10 years? Then you can expect to put 88 percent of your lifetime pre-tax Social Security benefits toward health care costs. Growing health care costs mean that it’s critical to factor these costs into your retirement planning.


Friday, October 20, 2017

Take care of those you love! Having a smart estate plan is essential for everyone—regardless of assets, age, or income.


Monday, August 28, 2017

Check in with yourself to make sure you're staying on your financial course. Ask yourself these three key questions.


Tuesday, July 25, 2017

Consider this…You can have your house and car paid off, but if you don’t have a steady monthly income stream, a “retirement paycheck” so to speak, what will you live on?


Wednesday, June 21, 2017

Remember that achieving financial independence and empowerment is a dynamic process and a journey. You can start out at any age and make a difference. One of the questions to ask yourself when you want to make a change is simply,...


Monday, May 29, 2017

You’ve carefully planned for retirement and estimated the monthly bills for housing, gas, food, entertainment, travel and health insurance. But there are other surprising expenses for which most retirees don’t budget enough...


Monday, April 24, 2017

Financial plans are not "set and forget" strategies. You assume, your money’s been growing according to plan. But life changes. Does this retirement plan still work for you and what you want your retirement to be?