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.
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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 Outdated financial statements have very little value.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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More