Is Your Estate Plan Integrated with Your Financial Plan? Having an updated estate plan that is integrated with your financial plan is crucial in avoiding costly mistakes. Click here…
Read MoreThat 70’s Economy Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it’s time to bail on markets for the summer,…
Read MoreAnother Wild Ride Markets bucked and sold off again. 1 Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. In fact, you might recall…
Read MoreRecession ahead? (read on for hope) Today, a quick overview of what’s going on in the financial and economic world. (Plus a discussion of the hunt for beauty in the…
Read MoreCould You Use a New Approach to Retirement? Making the transition from working to retirement requires a new way of thinking… Click here to watch this brief 2 minute…
Read MoreBetter or Worse? First, a quick note: There’s not much new perspective on current events I can offer. Markets are still locked in a volatile pattern and will probably continue…
Read MoreWill Inflation Rob Your Retirement? Ready to make the jump form your working life to retired life? Many things to consider. Watch this brief 2.5 minute video as I share…
Read MoreIs the Sky Really Falling (again)? Just a quick note to offer some perspective on the (many) headlines floating around. There are almost too many things to be worried about…
Read MoreWill Inflation Rob Your Retirement? The idea of preparing for retirement can be stressful for some, and even more so during periods of inflation. Watch this brief 2.5 minute video…
Read MoreHard Times (and hope) Hard times are here. (I’m still optimistic, though; I’ll explain why at the end.) People are dying, running for their lives, and watching everything they’ve worked…
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