Guides

Recession Fears Loom for Many Americans: Study and Report | LendEDU

Key Takeaways: 42% of respondents are planning to spend less and save more due to recession fears 32% of respondents reported having no money in […]
Posted on October 12, 2019
Blog

What does a potential impeachment mean for the stock market?

Recently I’ve had people asking me about the impact of a potential impeachment of President Trump on the stock market, individual portfolios, and ultimately financial […]
Posted on October 9, 2019
Blog

College is coming. Have you started saving?

How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and […]
Posted on October 7, 2019
Blog

Will there be a recession?

The simple answer is probably. Historically, the American economy has grown in fits and starts, otherwise known as recessions and expansions. As a result, it […]
Posted on September 23, 2019
Blog

Does a Health Savings Account make sense for you?

Wouldn’t it be something if you could plump up your retirement savings as easily as you can put on a few pounds eating fast food? […]
Posted on September 12, 2019
Guides

Your Guide to Understanding Life Insurance

Posted on September 1, 2019
Guides

3 Roth IRA Myths You Can’t Afford to Believe

Posted on August 7, 2019
Blog

Make Sure Your Smart Home is Safe from Cyber Attack

Something we’re commonly asked about is data privacy and protection. We take measures to protect all data within our office – both clients and our […]
Posted on July 28, 2019
Blog

Retirement Alchemy: Turning After-Tax Plan Contributions into Roth Savings

In medieval times, alchemists sought methods for transforming ordinary metals into gold. Today, just about every adult searches for a means of transforming savings into […]
Posted on July 12, 2019
Blog

The Loss of a Parent (1 of 3)

March 16, 2018. This was one of the hardest days of my life. My wife and I, along with Jason (my business partner) and his wife, had landed in Mexico for a 5 day vacation to watch a music festival
Posted on June 17, 2019
Guides

Giving Your Family Peace of Mind

Posted on June 14, 2019
Blog

Can Social Security Benefits Help with Longevity Risk?

How long will you live? It’s not a question anyone can answer with any certainty, and that creates a significant risk when planning for retirement. […]
Posted on June 11, 2019
Blog

Why Successful Financial Planning Is Best Left To the Kids

Lessons from kids Why are kids able to learn so quickly?  Think of all that kids do to grow, evolve, and develop during their “formative years”. In just a few short years, from the time they’re born to the time
Posted on June 10, 2019
Guides

Are Your Retirement Assumptions on Track?

Posted on June 7, 2019
Guides

9 Investment Pitfalls to Avoid

Posted on June 7, 2019
Guides

Principles: Lessons of the Wealthy

Posted on June 7, 2019
Guides

How to Hire a Financial Advisor

Posted on June 7, 2019
Guides

Why should you hire a Certified Financial Planner?

Posted on June 7, 2019