Blog
The Value of Life Insurance
Did you know that in 2022, 43% of working-age adults were inadequately insured? The sad truth is that key findings from LIMRA reveal that 1) Individuals recognize the fact that they are underinsured and 2) Individuals believe life...
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401K Awareness is More Than Just Knowing You Have One
401k awareness is more than just knowing you have one. It means making the most of it, otherwise this is just another personal finance acronym that doesn’t wind up meaning much.
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The Charitable Giving Program You Didn’t Know You Had
You see most people don’t realize that by utilizing charitable giving techniques you can decrease taxes long term, increase levels of tax free wealth, and along the way be a shining example of all the good money can do in this world.
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Getting a College Savings Plan Vs. a College Investment Plan
We all wonder… what is the best way to pay for college? To me this is a trick question. I think the focus should be, what resources are available so that you don’t have to pay for college? A college savings plan...
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Bulls, Bears, and Recession- 3 Things You Need To Know
In 1949, Bill Phillips first showed his Phillips Machine (later named MONIAC). The original prototype shown above was fashioned with the help of spare parts from old Lancaster bombers.
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Understanding Buffered Products
Buffered products provide a mechanism to arrive at a prearranged result on an investment, whereas traditional investments do not provide similar defined results. Buffered products provide protection from losses in exchange for placing...
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October CPI: Game Changer or Head Fake?
October's Consumer Price Index (CPI) had some encouraging news for investors, but others asked, "Is this a game changer or another head fake?"While it's a bit early to know the answer, it was great to see that inflation rose at a...
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Giving 100% ?? if not it can cost you!
Now that things are getting a little closer to normal, I have had a little more time to ponder as I go about my day. I was getting my customary workout in at the gym, and I stumbled on this sign. "If you can't give 100% to your Health...
Read MoreSaving for Goals & Dreams vs Saving for Retirement… Its not the same!
Last weekend I was out with some friends, and caught up with somebody that I hadn’t seen for a while. Come to find out he has since retired, and moved down south. He is living his retirement dream. We chatted about a multitude of...
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Economic Predictions: What Lies Ahead?
It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...
Read MoreGoals & Planning
“A good plan violently executed today is far better than a perfect plan next week” Gen George Patton. So, this is the topic everyone likes to talk about and nobody wants to do. This is the part where the client asks,...
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Its Always the Last Place You Look... In the Sock Drawer
We are all faced in life with the situation where family members pass away. In addition to the grieving due to the loss of those close to us, the process also leads to self reflection. Are we prepared for the emergencies created by the...
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