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 MoreThe Collaborative: What Is A PEO?
The 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…
Read MoreFirst Friday Live: Daring Adventure Continues
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…
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