Who doesn’t like puppies, right? Their little tails, wet puppy noses, floppy ears? A puppy is the ultimate antidote to a bad mood. That is, until you have to clean …
Which States Are Most Financially-Friendly For Retirees?
When you think about your ideal retirement, does ‘where’ rank high on your list of considerations? For many retirees, close connection to family may result in staying put, focusing instead …
Forecasting the Weather and Pending Economic Collapse
Greetings! It’s supposed to be 55 degrees on this February Friday. Hallelujah! In the course of a long winter, a spring-like day will return smiles to our faces and convertibles …
Investing Options In A Falling Market
Warren Buffet, the “world’s great investor,” lost $11 Billion last year. His famed fund, Berkshire Hathaway, was down 10.5% in 2015. Sure, you and Warren Buffet are well aware that …
Have you ever met anyone who became ruined financially? Wiped out? If so, how did it happen?
The stock market is testing investors’ tolerance for pain right now. In fact, the pain may very well continue for some time. Or it may not. With the worst start …
The Magic and Mystery Of Relationships
Have you ever had a friend move away, a close co-worker leave the company, or a child head off to college? Of course you have, it’s a common experience to …
Investing: Spilled Milk and Controlling the Controllable
As a dad to five girls, I have unending opportunities for life lessons. One of those lessons I’m stubborn to adopt is the fact that I can’t fix it all, …
Special Update – Big Changes Coming To Social Security
We all suspected something needed to change to get Social Security back on track. As a result of recent swift action in Congress, we’re now seeing a move toward a …
Back to the Basics: Required Minimum Distributions (RMD)
Required Minimum Distribution Rules Have Changed.Since original publication of this article, RMDs have been updated.Please Follow This Link To See The Updated RulesSee the Updated Rules for RMDsNobody said the …
The Plan Or the Planning Process?
Early this year, we began focusing intently on creating complete and comprehensive Financial Blueprints for our new clients. While we’ve always done financial planning before choosing investments and financial product …
