Mini-Series Part 9 of 10: Putting Too Many Eggs in One Basket
Pigs get fat, hogs get slaughtered. I love bacon. I like it just a little bit crispy. I like it on salads, on burgers, with
A Disappearing Dream
I think it’s the hope of all parents that their children will grow up and have an opportunity to have the same or better standard
Mini-Series Part 8 of 10: Incorrect Use of Retirement Funds
My 401(k) is not an ATM. I hate to admit it but I’m old enough to remember when Individual Retirement Accounts (IRA’s) first came out.
Mini-Series Part 7 of 10: Inappropriate Life Insurance
‘Til death do us part. I know I’m going to get a lot of flack from some life insurance agents on this, but I might
SECURE 2.0 Act – Your Retirement is Changing
On December 23, 2022, President Biden signed a $1.7 trillion budget bill. The bill includes a number of provisions that directly effect the retirement planning
Christmas Newsletter 2022
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, in the holiday newsletter, we
Mini-Series Part 6 of 10: Trying to Time the Markets
Does Anybody Really Know What Time It Is? I wish I had a nickel for every time someone has asked me over the past 35
Mini-Series Part 5 of 10: Chasing Returns
“You’ve got to go out on a limb sometimes, because that’s where the fruit is.” -Will Rogers I’m a believer in that quote up to
Mini-Series Part 4 of 10: Not Seeking Competent Advice
"My Neighbor’s a Financial Guru" My neighbor is not really a financial guru, but he is a (retired) whiz bang mechanic. I’ve watched him work
Mini-Series Part 3 of 10: Misuse of Credit
I owe! I owe! It’s off to work I go… All the planners here in the office can share so many stories about how the