Blog
Posted December 13, 2019
Complexity is not your friend Choosing the right investments to get you through your retirement years successfully can be an overwhelming experience. There are stocks, bonds, mutual funds, ETFs, CDs, money market funds, deferred annuities (fixed, indexed, and variable), immediate annuities, life insurance, real estate, and I’m sure a couple more that I forget about. […]
Posted November 22, 2019
Don’t leave it up to the State to decide your legacy It’s startling to me how often I come across people who don’t have a will and do not understand how important it is to do proper estate planning. There’s a belief that their spouse will inherit everything if they die, so why do they […]
Posted November 8, 2019
Business owners have a unique situation Financial planning and wealth management for business owners are much different from those for the typical W2 employee. The business is typically the most valuable asset in the family’s portfolio and, by its very nature, is a highly concentrated asset. This poses a major risk for the business owner […]
Posted October 30, 2019
Stop chasing past performance If your employer offers a 401k plan, you have undoubtedly been confronted with picking different investment options available in the plan. A frequent question I get when talking to people is how they should invest in their 401k plan? This is an important question that can either help or hurt your […]
Posted September 26, 2019
Understanding this can help understand conflicts of interest The financial services landscape today is extremely complex. With many different financial companies offering services to individuals, it is hard for consumers to know what kind of financial professional they are dealing with. You might not know that is many companies’ intention. At the highest level, there […]