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August 14, 2022

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Asset Protection or Asset Speculation, which should you choose? A broad definition of “safe money” is money you can’t afford to lose. Safe Money tells us one thing is true. . .

August 11, 2022

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When you look into your crystal ball, where do you want to be in 10 years? Do you plan to be retired? Still working at a job you love or. . .
August 10, 2022

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Nobody likes debt. It’s stressful, it can be hard to manage, and it can be frustrating. But unfortunately, a lot of us have debt. Luckily, there are ways to manage. . .

August 9, 2022

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For many of us, the years spent working are all about chasing the next career opportunity or building our businesses. We’re taught to focus on maximizing our earnings and saving. . .

August 4, 2022

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A cognitive bias refers to how our experiences and preferences distort our judgments and decisions. For example, when deciding whether to buy a new car, we might focus on the. . .

July 21, 2022

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Is an annuity right for you? Several factors unique to your personal situation should be considered before investing in an annuity.. . .
July 12, 2022

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Like the Beatles said: “All you need is income.” It’s essential to realize the difference between our working and retirement years. In our working years, we work for income and. . .

June 22, 2022

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Most investors only consider the risk to their principal, which is why they favor Certificates of Deposit over non-FDIC insured investments for their most protected assets. The risk of lost. . .

June 22, 2022

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Diversify. Don’t lock yourself into one strategy during a period of market volatility. Be able to adjust your plan periodically based on the current market conditions. Position yourself as safe. . .

June 22, 2022

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I am continually mystified about how some professionals look at allocating retirement funds.  In 1994, a system was created that became the industry standard regarding how to blend bond and. . .

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