Archive for January 2021
What Is An Annuity?
Annuity. When I say that word some of you have a reaction. Sometimes it’s a positive reaction or it may be a negative reaction. However, that reaction is biased. It’s…
Read MoreShould I Sell?
I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?” Considering all of the craziness of 2020, most…
Read MoreDo I Need An Advisor?
Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want…
Read MoreThe Collaborative: What Is A PEO?
Michelle Bertram: We’re going to be talking today with Mike Kollath. He is a CPA and entrepreneur, and if I have to put it this way, in business just in…
Read MoreFirst Friday Live – Life’s A Daring Adventure, and I’m Not Done Yet
Welcome to our First Friday Live where we speak with Mary Helen Conroy of Life’s A Daring Adventure. On the First Friday of each month we will go LIVE on…
Read MoreThe Secrets to Buy Low, Sell High
Buy low and sell high. You have probably heard that said a hundred a thousand times in your life. The question becomes, how do you do that? How do you…
Read More