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!
When it comes to retirement, both men and women face many risks. However, women are faced with greater financial obstacles:Living longer. It’s a known fact that women enjoy a longer lifespan than their male counterparts. As a matter of...
Read MoreFor many of us, we look forward to this time of year where we can expect some extra money in our pockets. The sooner we file, the sooner we can receive our tax refund. And you can do so by filing electronically, requesting your refund...
Read MoreMany of us look forward to our golden days, the days where we can simply kick back, relax, and do a lot more things we didn’t have time for during our days of labor. How comfortable and secure your retirement will be depends on how...
Read MoreRunning out of money in retirement is a worry for many people. In fact, 55% of baby boomers and 57% of Generation X expressed outliving their savings is one of their greatest fears. 47% of millennials also have similar concerns.1...
Read MoreMaking the decision to place your spouse, partner, or family member in long-term care (LTC) might be one of the hardest decisions in your life. Nobody wants to think about putting their loved ones in assisted care. For many, it is a...
Read MoreFiling season for the 2018 tax year is officially underway. To help you stay organized as you prepare to file, use the checklist below to gather all the forms and documents you’ll need.1Identification for You and Your SpouseFull...
Read MoreNearly 50 percent of Americans aren’t prepared for retirement.1 However, there’s still time to catch up. Here’s some insight on how you can better position yourself for securing a happy retirement:Pay off large debts. By focusing on...
Read MoreIt’s January of the New Year and other than starting fresh and enduring frigid temperatures, tax season has arrived. Below are some of the 2018 tax deduction changes you should know when filing in 2019.1Medical and dental expenses. You...
Read MoreHave a life insurance policy? That’s great! If you don’t, well, you may want to reconsider. But what are some of the features that a life insurance policy should have built-in to it? There are a lot of different options, but here are...
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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...
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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...
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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...
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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...
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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...
Read MoreNew 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...
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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...
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