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 Outdated financial statements have very little value.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