What Would You Do For $5?
What would you do for $5? I learned a lesson about being intentional with my time and money this morning.Read More
Rattled by the Market Drop? You’re Not Alone
We have witnessed some extraordinary moves in the financial markets during the past few trading sessions. But just like always, I am here to help you and your family answer any questions that might surface for you.Read More
Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...Read More
Inflation Outlook for 2021
As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8%...Read More
Who Is Your Trusted Contact?
Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and...Read More
Start Budgeting Today with an Excel template
Have you ever wanted to begin budgeting but weren't sure what the first step should be? In this video, I'll show you how to use the Excel Personal Monthly Budget Template to get started. Click here for the video: Start Budgeting with...Read More
Are Budgets Good For Everyone?
Who likes to talk about budgeting these days? Not many people I know! My family has had an on-again/off-again relationship with budgeting, but there really is great value in it.Read More