Are You Ready for a Surprise?

Potential Surprise The dotcom bubble had burst.Then 9/11 happened.It was a series of events that causes the markets to come crashing down.Within a few years, economic optimism picked up.So much…

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Did You Know?

The top tax rate has been as high as 94%. The bottom tax rate has been as high as 22%. FDR proposed a 100% top tax rate. During these previous…

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Are You Retirement Ready?

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…

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Retirement Difference

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…

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Retirement Like a Shark

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…

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Your Ultimate Lifestyle

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…

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