Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. Read More
Impeachment & Markets
Waiting for the Big “R”
Are you ready for the Big “R” (Recession) ? Yes, it’s coming. I’ll tell you exactly when and what you should do. Read More
The Washington Zombie
Tariff’s & Your Retirement
Evolution of a Financial Plan
The evolution of a financial plan will change over time, however, the process will always remain constant. Read More
50/50 Chance of Death
Why would you hire a doctor who was going to kill you 50% of the time? Why would you fly an airline whose planes crash 50% of the time? Why are you hiring a financial advisor who will give you a plan that will fail 50% of the time? Read More
Its Not A Scam
If you are use to getting large tax refunds, you might not be getting one this year and here is why…. and it’s not a tax scam. Read More
Fortify
Make sure to FORTIFY your retirement income. Read More
