March Madness is here again and I want to take these 5 steps to investing and help you win your Bracketology. Read More
Tempted to Lie to the IRS
Its that time of year you are tempted to lie in order to get a larger refund or pay less. Is it worth it? Read More
Straight Talk About Fiduciary Rule
You can’t legislate bad behavior but you can definitely use these steps to better protect yourself. Always work with a fiduciary. Read More
Love the Luck
Even though planning provides greater control of your outcomes and allows us the ability to be prepared, sometimes things happen that are pure luck. Embrace it. Read More
Stop Listening to Fools
Stop listening to fools predicting the future. Here are some ways to know you are listening to a fool. Read More
6 Great Things About Diversification
Understanding diversification is more that “not putting your eggs in one basket”. Here is six ways you can benefit from proper diversification. Read More
Donald Trump is President. What’s Next?
Donald Trump has been elected as our new President. So what’s next for the market’s? Read More
Elections and Your Portfolio
Elections are always crazy but this time around its definitely out of control. However, we have two candidates whose ideologies couldn’t be more different so how do you protect your portfolio and your retirement. Read More
Taxes & Long-Term Care; 2 Other Uses for Life Insurance
Do you need life insurance in retirement? Well here are 2 great uses for life insurance to take advantage of during your retirement. Read More
Do You Need Life Insurance?
Do I need life insurance in retirement? Planning with life insurance can provide you with some safe and great benefits. Let’s review how life insurance can provide you with more pension income. Read More