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The Art of Choosing a Financial Planner

The Art of Choosing a Financial Planner

Choosing a financial planner can be an extremely frustrating and overwhelming task.  That’s probably why a lot of people simply avoid it altogether. With that said, please be aware that being[…]

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What is a Fiduciary and Why Should I Care?

What is a Fiduciary and Why Should I Care?

Perhaps you have heard the buzz about how financial advisors need to be fiduciaries. It comes up in many advertisements on T.V. and radio. Maybe you were surprised to hear that not all people who[…]

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4 Reasons to Consider an Age 59 ½ In-Service Withdrawal

4 Reasons to Consider an Age 59 ½ In-Service Withdrawal

An under-used and misunderstood strategy that can help you preserve your assets while managing risks associated with investing. Let us review a few of the basics of the “age 59 ½ in-service[…]

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How to Avoid when Something Bad Goes Wrong [Video]

How to Avoid when Something Bad Goes Wrong [Video]

  So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple.[…]

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Top 5 Qualities to Look for in a Financial Planner

Top 5 Qualities to Look for in a Financial Planner

As the adage goes, "no one will care more about your money than you do"—which means that selecting the right financial planner can require a great deal of trust. Financial advisors can help guide[…]

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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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RMDs for 2020 are waived by the CARES Act [Video]

RMDs for 2020 are waived by the CARES Act [Video]

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a relief bill passed by Congress in late March 2020 to provide economic relief to Americans during the current pandemic[…]

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Establishing Reliable Retirement Income Portfolios [Video]

Establishing Reliable Retirement Income Portfolios [Video]

Let’s explore how to establish Sustainable, Stable Retirement Income Portfolios Growth We all want growth in our portfolios and, ideally, that growth at least exceeds inflation. If you don't[…]

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Surviving Difficult Times with Fran Tarkenton [Video]

Surviving Difficult Times with Fran Tarkenton [Video]

    I was fortunate to have the opportunity this week to interview Fran Tarkenton, NFL Hall of Fame quarterback and successful entrepreneur and TV star.  We were discussing "Surviving[…]

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Financial Planning Disaster: The Tim Duncan Story

Financial Planning Disaster: The Tim Duncan Story

There was a recent story about NBA and San Antonio Spurs legend Tim Duncan losing over $20 million in investments. He got advice from a certified financial planner with a conflict of interest, and[…]

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