Monday, June 21 2021

JUNE 21, 2021 The Three Worlds of Money consists of the Banking world, the Insurance world, and the world of Wall Street. The Banking world being the most familiar with standard checking and savings (then maybe eventually moving into CD’s etc.) is considered extremely safe in general. Most are typically... [+] READ MORE

Tax Planning for 2021

Monday, February 1 2021

With 2020’s tax season quickly approaching, we’re seeing people who are already planning their tax strategy for 2021. While there are always hurdles and stresses with tax planning, one of the biggest things that we have to contend with is what we pay Uncle Sam. With a new administration and... [+] READ MORE

Waiting For A Windfall

Wednesday, August 7 2019

We’ve talked recently about the dangers of “rolling the dice” in retirement, especially when it comes to picking risky investments. This week I want to focus on a different sort of investor: the one who doesn’t even have the dice in his hand. In fact, this investor didn’t even need... [+] READ MORE