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Tuesday, September 21, 2021

We often dream about retirement, the day when we can finally hang up our aprons, put the tools on the shelf, and turn off the lights on our way out. All we have to do now is press the retirement income button and we are all set....

Monday, September 20, 2021

Three questions to ask in order to find out….Through years of endless marketing campaigns and beguiling sales practices the financial services industry has managed to convince the public and themselves for that matter, that...

Sunday, September 19, 2021

Who says money doesn't grow on trees? That's one of the biggest lies ever told. Money does in fact, grow on trees. The key is in knowing how to plant and grow one. Would you like to have your own money tree? There are three essential...

Friday, September 17, 2021

A 25 year retirement with a pre-tax annual income of $100,000 and an annual inflation rate of 2.5% will cost a total of $3,415,776. If you can achieve an annual return of 4.0% on your invested capital during retirement, you will need...

Tuesday, July 17, 2018

Write down your financial goals. Writing down your financial goals gives you a 70% greater chance of achieving them. Your goals must be specific and complete with a “deadline and dollar sign”. What do you want? When do you...

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Tuesday, June 5, 2018

As a Personal Financial Counselor for more than 30 years, I closely observe the lifestyles of individuals and families of all income levels. I witness people with relatively small levels of income build relatively large levels of...

Friday, April 13, 2018

“They say I should save more for retirement." "They say I should save more for my children's college education." "They say I should pay-off my credit card debt." "So how am I supposed to do all those things? I am making more...

Monday, April 2, 2018

During my 25 year career in the financial services industry, I have had the pleasure of working with more people than I can accurately count. I have seen people make some incredibly smart choices with their money. I have also seen some...

Monday, April 2, 2018

Want to Accomplish Something Important? Three ways a financial plan can help you reach your goals….. Some things in life are just too important to leave to chance such as: accumulating the funds necessary to finance a...

Monday, April 2, 2018

Are you planning the retirement of your dreams or are you just dreaming about retirement? If you are just dreaming, you had better get started planning. As the saying goes, "you get the retirement you can afford not necessarily the one...

Monday, April 2, 2018

The Federal Reserve's announced a quarter of a point rate hike last week. Finally! This has to be the most telegraphed rate hike in history. Now that rates have gone up a little, what's next? New projections show that central bankers...

Monday, April 2, 2018

Imagine being able to speak freely about the things you would like to accomplish financially in your life without having your thoughts used against you as a sales tool. Imagine a world where you could get unbiased financial advice and...

Monday, April 2, 2018

We are currently enjoying a bull market. This bull market started on March 9, 2009. It has been in full swing now for more than 8 years. I will never forget the day this bull market began, the sick feeling in my gut on the way home...

Monday, April 2, 2018

For most people, success in retirement requires balance. You are trying to live comfortably and enjoy life, while at the same time, conserving your precious, financial resources. Keep in mind that your financial resources must last for...