Imagine a future where you’re financially secure. A future where you can spend your time going on adventures with your spouse, relaxing with your loved ones, and pursuing your deepest passions. This is a vision […]
When I was a young boy, August was the third month of summer. Although I am a fan of the current school calendars having fall and spring breaks, I sometimes find myself reminiscing about August […]
Running our government is a very complicated process. There are always groups tugging and pulling on the time and efforts of our elected officials. When our personal point of view is different than those doing […]
As summer approaches, you’re welcomed with a vast array of options for how to spend your summer days. While the summer season is filled with joy, laughter, and sunshine it can also be a costly […]
Our office has been fielding a fair number of calls regarding the Silicon Valley Bank failure. With the amount of recent public discourse about this matter, I thought it might be a decent topic for […]
If you are saving for retirement, bless you! If you are not, you need to start. The United States Government just gave us more opportunities to save for retirement by enacting the SECURE Act 2.0. […]
When it comes to identity theft, I find most folks are in one of two camps: They either live in fear of it, or they never consider it. I’m hopeful you can get to somewhere […]
We should never invest short-term money in long-term investments. Long-term investments tend to fluctuate in value. Our short-term money should be safe and not fluctuating. The purpose of our short-term money is to be able […]
These three questions tend to come up more often during periods of stock market volatility, like during this time of market volatility. The first few months of 2022 have certainly been volatile in the financial markets. Ongoing […]
Many pundits have said we are today “very much a divided nation.” With all the political disagreement, COVID stress, social unrest and seemingly endless “bad” news which bombards us on a daily basis, it’s no […]
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