Estate Planning
It’s Your Choice
Choose This Because You Can… It was Monday. Some dread it. Some love it. Some wait around to see what the day delivers before they decide what kind of day…
Read MoreIf Only It Was Like This…
If Only Investing Worked Like a Highlight Reel Last week was busy, so I missed the Atlanta Braves high scoring 29 run game verse the outstanding pitching staff of the…
Read MoreWhat to Do Now
What to Do Now The pandemic continues, the economy is still struggling to get momentum, the market appears to be faltering, and the election – oh my, the election! These…
Read MoreFrom Where to Who
Where Were You? The tragedy of 9/11 rocked the world, and rocked each of our worlds individually. I can tell you exactly where I was and what I was doing.…
Read MoreInvesting for a Lifetime
Investing for a Lifetime One of the simple rules of investing is to invest in what you know. When you know what you are invested in, and perhaps more importantly,…
Read MoreBeware of Enemy #1
The #1 Enemy of Smart Investing I was determined to do it this time… climb to the top and make the leap! This last weekend was my annual father/daughter date…
Read MoreAsking the Right Questions Leads You Down the Right Path
Questions Matter More Often, I will be on the phone with a woman after one of our informational webinar briefings to answer her most pressing questions about retirement, taxes, and…
Read MoreLooking for better answers?
What is often said to a person who appears lost? Nothing, other than, “Are you lost?” The person is left with few options. Saying “yes” requires admission of something that…
Read MoreYour 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 does NOT have…
Read MoreYou Must Have This
Optimism This weekend marked the end of my son Hudson’s 13U travel baseball season. A real bummer, but he did finish with a bang! Baseball has a lot to teach…
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