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.
Warren Buffet once said "Risk comes from not knowing what you're doing". Keep in mind that every situation is different so please contact me for a personalized plan.
Thursday, January 21, 2021
Where do you begin your journey to financial independence? The beginning of a new year is as good a time as any to start! Even though 2021 holds plenty of uncertainty, you can still take control of your finances and make progress...
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Monday, December 14, 2020
I think it’s safe to say that we were all caught off guard at the beginning of 2020. By now we know we can’t predict exactly when economic instability or down markets will begin or end. Although this has certainly been a...
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Tuesday, November 17, 2020
To say that 2020 has thrown us a few curveballs is putting it mildly! You are undoubtedly experiencing some anxiety concerning your finances and retirement plans (among other things). And although much is out of your hands right now,...
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The past has much to teach us—if we are willing to listen. In 1905, George Santayana famously wrote, “Those who cannot remember the past are condemned to repeat it.” (1) Strong words, but ones we should take to heart...
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Friday, September 25, 2020
To say the coronavirus pandemic has taken the world by storm wouldn’t do justice to the severity of the situation. If it was just our health that was affected, that’s one thing. But unfortunately, we’re having to...
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Tuesday, August 11, 2020
By now it’s old news that we’re in the midst of a full-blown crisis: health, economic, social…the list goes on. Change is hard on everyone, and this crisis has disrupted virtually every aspect of our lives. We are...
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Tuesday, July 7, 2020
Even multiple months after its introduction, COVID-19 is still wreaking havoc across the globe. Although some states and counties are reopening and some restrictions are lifting, we still have a long way to go to normal. As a result of...
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Monday, June 15, 2020
Life is complicated, is it not? Add money to the picture and things get downright overwhelming. In previous decades, people often worked for the same company for most of their lives, lived a few years in retirement on Social Security...
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Wednesday, April 29, 2020
Our lives have changed drastically in just a few short weeks. All this change and uncertainty, coupled with frequent news briefings and dramatic headlines, can cause us to panic or at least lose sleep at night. We get it. Things are...
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Saturday, March 28, 2020
No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be...
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Tuesday, March 24, 2020
Have you ever had a moment where, on the path you thought was right for you, you encounter a new idea or an open door and everything changes? That may sound like a movie script, but it’s essentially how I found my way into a...
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Regular Profit and Loss Statement A business owner can only survive with good and current information. Outdated financial statements have very little value. You might receive your year-end financial statements in May of the following...
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Thursday, August 11, 2016
The word probate should strike fear in the hearts of every executor of every estate. Probate is the court that handles the transfer of assets from a deceased person to their heirs. The biggest issue with probate is emotion, time, and...
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Thursday, August 4, 2016
Pension Options When choosing pension options, it is important to understand how they affect you, and how they affect your heirs. If you happen to choose the incorrect pension option, then to bad so sad. You are stuck with it. So how...
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Thursday, July 21, 2016
It is like asking people what they like to do on a sunny day. Some (like some of my family) would rather stay inside and do “inside stuff”. Others can’t wait for the winter to end so they can do “outside...
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Thursday, July 14, 2016
Most people understand that health care will be one of, if not the biggest expense in retirement. However, according to a Nationwide study, 4 out of 5 people cannot accurately estimate how much they expect to pay for health care in...
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Thursday, July 7, 2016
It is amazing to me, as a financial advisor, that so many small businesses don’t take advantage of setting up a small business retirement plan. In fact, a labor department study said that less then 50% of companies with fewer...
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Thursday, June 30, 2016
How about don’t get a financial plan or you do not need one. I can debunk that with some questions: How many wealthy people do you know who do not use some sore of financial advisor or planner? How businesses survive without some...
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Thursday, June 23, 2016
With varying information out there in regards to retirement, I would like to present to you 20 myths about retirement for your reading enjoyment. 1. Paying your house off is a must. If you are someone who has fallen for this myth, ask...
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Thursday, June 16, 2016
Almost everyone has heard the phrase “If you fail to plan, you plan to fail”. Yet many of us do not spend the time to plan some of the most important events in our lives. One of those events is retirement or education for...
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Wednesday, June 8, 2016
As more and more baby boomers begin to retire, cases of financial elder abuse are becoming more common. Even more alarming, is that a majority of seniors have a common misconception on where the abuse is likely to come from. Elder...
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