Resist Chasing Past Performance & Let Markets Work for You March 2019 This is the second of a five-part series that will help you have a better investment experience. This isn’t a deep-dive into investing or the markets, but rather some basic concepts that investors often lose sight of. Resist…
Read MoreListen, I know it may sound corny or a little altruistic, but I have a strong desire in my work to help folks improve their lives in meaningful ways. I have spent a lot of time in my 18-year career considering what the best formula would be to truly help…
Read MoreEmbrace the Market & Don’t Try to Outguess it February 2019 This is the first of a five-part series that will help you have a better investment experience. This isn’t a deep- dive into investing or the markets, but rather some basic concepts that investors often lose sight of. Embrace…
Read MoreYesterday, I had the pleasure of meeting with a very successful consultant who was recently recruited to a very high-level position within an organization at a very nice salary with great benefits. How do you think he got there? He said that he told this organization “No” twice before finally…
Read MoreWe just concluded our 30 Days, 30 Ways to Save campaign and we wanted to consolidate the tips we’ve sent out on our social media feeds in one place for those who may have missed a day or two or would like to print it off and post it on…
Read MoreThere’s a credit union in our community that has several billboards that say, “The #1 Rule of Saving is to Save When You Can.” When I saw this, I thought, WOW, I couldn’t DIS-agree more! If you save when you can, or with what’s left of your income, you will…
Read MoreWhat is right for you may not be right for the guy sitting next to you. In this exercise, we’ll look at a few situations. As you read through them, notice the similarities and differences, then consider which is most like you. Are you following it closely enough? If you’re…
Read More
We are coming to the end of 2018, and the forecasters are busy with their 2019 predictions for just about every facet of the economy. But how did those predictions from 2018 fare? Let’s take a look at a few of them. S&P 500 Below is a chart of predictions…
Read More
Well, we are approaching the end of another year. So, while many of us are running around with our hair on fire, it’s not likely that we are stopping to consider how we can improve our tax situation, but this can be done too. What I’m talking about is tax…
Read More
The annual contribution limit for 2019 is $6,000, or $7,000 if you’re age 50 or older. That’s $500 more than allowed for this year. So if you’ve got a standing monthly contribution in place to max out your IRA for 2018, give us a call asap so we can get you set up for…
Read More- « Previous
- 1
- 2
- 3
- 4
- Next »
Live Life On Your Terms
Whether you want to travel more, do things you’ve always wanted to do, or just spend more time with the grandkids, we want to be your guide to help you get there.
Live Life On Your Terms
Whether you want to travel more, do things you’ve always wanted to do, or just spend more time with the grandkids, we want to be your guide to help you get there.