Taxes. Taxes. Taxes. This is the narrative and the threat out of Washington. For good reason, too. The proposals by the Biden administration are to raise the tax rates. With…

Few things in life are no-brainer investments. One absolute no-brainer investment for me is my kids. And not just in their schooling and activities. Investing in the relationship is by…

Investment accounts. Portfolio balances. Financial products. Returns up. Returns down. But are you ready? Are you ready to endure the real-world ups and downs of financial retirement? There is no…

You want your pilot ready for the Sully moment. Of course, you never want to have that experience, but it’s helpful to know your pilot is trained for it. That…

Everyone wants to retire. Everyone would like to retire on their own terms. And everyone who retires on their own terms, and does it seeking to make a difference for…

Taxes are a big concern for retirement. There is so much confusion. Kevin Harrington, an original “Shark” on the hit TV Show Shark Tank, recently joined me for an interview…

The investment landscape is full of twists and turns. How are you navigating them? For too many, they have FOMO! Fear Of Missing Out. When you have FOMO you’re chasing…

Your Ultimate Lifestyle For far too many the ultimate retirement lifestyle feels out of reach. Uncertainty… in the market… in the economy… and with health can do this. BUT, it…

Product or Purpose? “Sold” says the auctioneer every few seconds. If you’ve never been to an auction, it really is quite exciting. When it comes to planning your retirement and…

Do You Know What It’s For? The financial industry would lead you to believe that the purpose of your money is to get a certain return. Yet, no one can…