Financial Planning

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  • Aug 4 2021
    Don’t Wait to Start Your Year-End Financial Planning

    August tends to be “nap-time” for most Americans. This makes it a stellar time to work on your finances. My advice? Don’t put it off until December...

  • Jun 2 2021
    What’s the Secret to Investing?

    True investing success boils down to hard work and patience, or what I like to call discipline. Let’s take a look at three types of discipline...

  • May 3 2021
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    When Is It Time to Downsize?

    Talks of downsizing your home can be a difficult and dreaded conversation. It’s difficult to pull the trigger, so let's talk it through...

  • Jan 4 2021
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    What Should I Include in My New Year’s Resolution?

    If 2020 taught us anything, it’s the importance of being prepared. It's time to can get your finances in order to guard against the next difficult season...

  • Nov 2 2020
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    Are you fed up with your annuity?

    Just last week we had another exhausting encounter with an annuity company. Sound familiar? Do you feel frustrated and lost with your annuity?

  • Sep 1 2020
    At a crossroads: which is better: to retire with zero debt or a million bucks?
    Which is Better: Savings or No Debt?

    Which is better for retirement? Savings in the bank or no debt? The answer is not as simple as you might think... let's find out together!

  • Aug 3 2020
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    What should I look for in a Financial Advisor?

    The financial industry is constantly changing. Here are a few things you should know about a financial advisor before you hire them...

  • Jun 1 2020
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    Why Do So Many People Fail in Retirement?

    Unfortunately, one in three families will not have enough money to maintain their lifestyle throughout retirement. Here are 3 reasons why...

  • Apr 1 2020
    SECURE Act of 2019
    How SECURE Should We Feel about DC’s New Tax Laws?

    In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. Let’s look at the SECURE Act to find out why...