Featured Blogs
Fall Tax Planning
As the crisp autumn air sets in, it’s time to shift our focus towards essential preparations for the upcoming winter season. Contrary to popular belief, taxes are not entirely beyond…
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Estate Tax Changes and Beneficiary Mistakes
Estate Tax Changes and Beneficiary Mistakes: Before I get into talking about the estate tax changes, I just want to take a minute and kind of define the term beneficiary. …
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How the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard lots of talk about the $3.5 trillion spending bill being talked about in Washington right now, and you…
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Securing Retirement: Part 2
Risks and How To Protect Your Money & Retirement Income – Part 2: Trick or treating is coming up. Did you ever think about that? Who would ever choose…
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Risks and How To Protect Your Money & Retirement Income
Risks and How To Protect Your Money & Retirement Income: October is here and Halloween is coming up, which means there are already some yards decorated with some very interesting…
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Does Indexing Work?
Does Indexing Work? Using an indexing strategy the right way is similar to this coin toss story… My son Asa likes to pick up a coin, toss it in…
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Is Life Insurance Expensive?
In honor of National Life Insurance Awareness Month, I want to spend some time today talking about the different types of life insurance and a few of the different reasons…
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Power Hour: Little Known Financial Tool
Power Hour: Little Known Financial Tool A Market Update – What’s hot and what’s not! Stock Market, Bonds, Crypt0, Gold, and more Market Trends continue to be favorable, but there…
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