Sep 3, 2020
Diversifying investments to achieve the desired rates of return remains important, but diversifying future tax bills can be even more critical. Be sure to work with your tax advisors, as individual situations may vary.
Jun 22, 2020
Imagine being retired. Now imagine being retired and receiving two comfortable checks every single month, guaranteed, for the rest of your entire life.
Jun 2, 2020
Disability insurance is recognized as the most misunderstood, but important, of all insurances.
May 4, 2020
The public, especially investors in or nearing retirement, certainly remember the fear of watching wealth vanish in the 2008 financial crisis … but then we forget.
Apr 22, 2020
Prolonging the shutdown of the world’s greatest economy may or may not guarantee an improvement of the associated death rate harming less than 1% of the population, but it will guarantee an economic disaster affecting 100% of the population.
Feb 13, 2020
I often tell clients that if a plan doesn’t make sense it will never make cents. It’s hard to progress in any relationship or strategy if there’s a language barrier.
Feb 7, 2020
Most Americans may not identify as mega-wealthy or public icons, but most do have assets and people they care about.
Dec 11, 2019
Many people struggle with the concept of a credit score, often ignoring its existence until it matters. Then it seems to be all that matters.