5 Signs That It’s Time to Find a New Financial Advisor.
I was in my late twenties when I watched the movie City Slickers for the first time. Having a somewhat…
Category: Video
For Business Owners Starving for a Tax Break
For business owners, it’s essential to understand the various tax deductions available and utilize them to keep more of your…
A Guide to Aging Your Social Security Like a Fine Wine
When you think of Social Security, what comes to mind? Many think of retirement and how wonderful it will be…
Are Your Financial Accounts Vulnerable to Hackers or Lost Passwords?
Have you ever been locked out of your account for too many attempts? Do you use the same password over…
Are You Maximizing the Tax Benefits of Your Charitable Donations?
Over the past year, non-profits of all types have been dealing with the perfect storm – either being forced to…
When Should You Convert Your Traditional IRA into a Roth IRA?
One of the less commonly known, but powerful tools in retirement planning is the Roth conversion. We are going to…
How is Your Portfolio Effected by GameStop Stock?
I’m sure you’ve probably heard about what’s been happening in the stock market with companies like GameStop and AMC Theaters.…
Setting Strong Goals for Your Future Self
For many people, the new year is an opportunity to start fresh, often with a list of lofty goals and…
Jupiter, Saturn, Santa, and an Election Year – Here is How They Might Impact Your Investments
Let’s explore the connection between your investment portfolio, a couple of planets, Kris Kringle, and an election year. Since the…
What is a Family Office and How Do You Create One for Your Household
A family office is comprised of typically having an attorney on the team, having a dedicated accountant or CPA on…
How Do You Start Building Your Savings
The key is to get started. That’s really the key, to put some money away, put some money aside on…
How Aggressive Should You Be When Investing Your Money?
Some people are very comfortable with volatility and they understand that the markets go through cycles and they’re very comfortable…
How to Approach Your Search For a Financial Advisor…And Decide Whether It’s The Right Time To Do So!
Right now, maybe you’re thinking… “I’ve already got a decent grip on my finances, budgeting, debt, investment and retirement planning……
How Should You Approach Your Investment Strategy?
Oftentimes when you’re just starting and trying to accumulate money for retirement you’ve got a time horizon that is 30…
Do You Still Need to Worry About a Budget if Your Are Financially Secure?
It was the beginning of 1985 when I started as a financial advisor right out of college. One of the…
How Would You Define Financial Wellness?
Most people deal with their finances in compartments. They compartmentalize things. They look at their 401K, they’ll look at their…