Every retirement plan is unique and asks the age old question: How much do I need to retire? It takes a lot of finesse to devise each individual’s “magic” retirement age and dollar amount.read more
In 1776, our Founding Fathers signed the Declaration of Independence officially separating the original 13 colonies of the United States from Great Britain. I wanted to share some lessons of our Founding Fathers. I’ve put them to good use; hopefully you will too.read more
Owning a house is one of the more tangible milestones of the American Dream. While I strongly advocate owning your own house, there is “the right time” to do so.read more
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?read more
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate about the 4 main types of annuities.read more
Unfortunately, I’ve noticed a disturbing trend: the lack of financial literacy amongst adults.
People need some financial foundations in place to help them avoid costly mistakes, especially as they enter their working years.
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.read more
Like any 8 year bull market run, people start wondering and worrying. “When might this end? How does this impact the economy and spending behavior?”read more