There will be over 250 million returns filed this year in the US. Do you think some will have mistakes? So what happens if you make a mistake on your tax return. [Read more…]
What does Saturday and chocolate cake have to do with retirement? More than you think. So what are you going to do next? An important question to ask before you retire. [Read more…]
Ever wonder if your financial advisor worries? Well I worry about my clients all the time. Here is a few things I am always concerned about that can destroy even the best laid plans. [Read more…]
It’s conventional wisdom these days: Stocks follow oil. However, stocks used to follow gold and euro and, before that, Greece. Stocks and oil trade together until they don’t. Hang in there. Stocks are still cheap. Check out Brian Westbury on his latest video. [Read more…]
As is so often the case, we fear what we don’t know. It can be a daunting task to have the courage to finally face your finances head-on and make the decision to meet with a financial advisor. If you have thought about it in the past to meet with me but have been fearful and don’t know what to expect, I thought I would share with you some information as to what will happen at our initial meeting.
Since this is likely the first time you have heard from me, you probably have a number of questions …. These questions usually revolve around a single, central question: So Who Is This Guy? [Read more…]
This is what you pay me for. Don’t forget to call me. Let me know what you are thinking of vs. crying to me about what you did. [Read more…]
Let’s take a look at how much time we spend worrying. [Read more…]