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Welcome to our blog! I look forward to on a timely basis to provide you various items of what is on my mind. From strategies to enhance your own financial plan to ways to keep your retirement on track. We are also going to keep it light so maybe I will put out there a great restaurant review, to a great vacation spot I find. Your going to have to check periodically, because I plan on keeping it fun, and keep you off balance with humor, fun and useful ideas on wealth management. All great things you can share with friends and family. Hey your friends person might have a great investment, but aren't people really interested in that great bargain or hot new restaurant in town - told you we will keep it fun. So stay tuned!  

 

Thursday, April 19, 2018

Life insurance is one of those things that many people prefer to avoid thinking about because it often conjures up dark images. While we all know that our end will come, it may be difficult to realistically imagine that time. Many...

 

Thursday, April 19, 2018

Financial independence is a goal that many people have in life. Working for decades is hard enough, but many people end up making mistakes financially once they retire. Over time, the decisions that you make leading up to the point...

 

Thursday, April 19, 2018

One of the most significant problems with most people’s retirement plans is that they do not account for changes in spending levels over the years. Most retirees will likely plan for inflationary adjustments, but is it really...

 

Thursday, April 19, 2018

It began in December 2015, the Federal Reserve started a policy of raising interest rates to more common historical levels. This was the first rate increase since 2006, and there have been additional hikes in the months since. While...

 

Thursday, April 19, 2018

These days, more and more people are putting off retiring by the time they reach 65. Instead, these Baby Boomers are opting to continue working until they are a bit older, usually by the time they reach 70. There are a variety of...

 

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Thursday, April 19, 2018

When it comes to retiring, experts are pretty unanimous, Americans are not as prepared as they should be. There are many smalls steps that people need to take to have the lives that they want in their golden years. These steps also...

 

Thursday, April 19, 2018

New Year. The time to make resolutions. I am going to go on a diet. I am going to start a workout routine. I am going to start a skin care regimen. I am going to get a new job. I am going to fix up my house. I am going to take better...

 

Friday, April 29, 2016

There are plenty of baseball sayings you can relate to investing -- keep your eye on the ball, step up to the plate, don't let the fear of striking out keep you from playing the game - but there's a great lesson baseball can teach us...