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Santa is Retired

Santa is Retired

Santa Has Left the Building If you haven’t already heard, Santa gave up his breaking-and-entering delivery schedule long ago. Initially, Sears, Macy’s, and Nordstroms took over. Today, Amazon,[…]

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Choosing a Financial Advisor: What to Know Before You Invest

Choosing a Financial Advisor: What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical[…]

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Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 2

Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 2

Review In our first post in this series, Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1, we gave you a few ideas and rules to follow to have a fantastic (and[…]

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Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1

Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1

Holiday Shopping Season Comes Earlier and Earlier I think by now we’re all resigned to the fact that the Christmas shopping season starts right after Labor Day. A visit to your local Costco or[…]

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Planning to Retire Within Five Years? Retirement Planning Questions You Should Consider Now

Planning to Retire Within Five Years? Retirement Planning Questions You Should Consider Now

If you're planning to retire within five years, you might be getting restless thinking about whether or not you’re financially ready. While five years isn't long to finalize retirement planning,[…]

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7 Key Components of a Comprehensive Retirement Plan

7 Key Components of a Comprehensive Retirement Plan

In a 2019 survey, nearly half of all American adults reported having nothing saved for retirement. Another 19 percent had between $1 and $10,000 set aside, and 20 percent had between $10,000 and[…]

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If this Election Rocks the Market, Where is My Hope for Income?

If this Election Rocks the Market, Where is My Hope for Income?

When it comes to our finances, we all want to have certainty and assurance of our income, at least as much as possible. During an election year when emotions are running high, you may be tempted[…]

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Elections and Your Investments: My Candidate Lost…Do I Sell?

Elections and Your Investments: My Candidate Lost…Do I Sell?

All of us have had the experience of waking up the day after an election that we were really passionate about with a disappointment in the election outcome that makes us almost want to stay in[…]

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Financial Planners Don't Have a Crystal Ball [Video]

Financial Planners Don't Have a Crystal Ball [Video]

  Today I  want to clear up a misnomer that I hear all the time. I get asked... "What does a financial planner do?" "Can he get me out of the market and keep the stock market crash from[…]

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Good News about Life Insurance [Video]

Good News about Life Insurance [Video]

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