Blog

Wednesday, April 3, 2024

April is Financial Literacy Month, a time dedicated to empowering individuals and businesses with the knowledge to navigate the complexities of finance. As a financial advisor with years of experience guiding entrepreneurs, I've seen...

Wednesday, March 27, 2024

As March unfolds, business owners are often inundated with various financial obligations and opportunities. From tax season to potential market fluctuations, this month can be a whirlwind of financial activity. To navigate through this...

Saturday, September 30, 2023

Sometimes achieving a goal takes longer than you expect and there may be some failures along the way.   10 years ago, I signed up for my first Ironman 70.3 because a friend invited me to. I thought to myself, well if he can do it,...

Friday, April 29, 2022

When you buy life insurance or an annuity, join an employer's retirement plan, or open an Individual Retirement Account, you'll be asked to designate a primary beneficiary to receive the proceeds or benefits at your death. Too often,...

Friday, April 29, 2022

How much money will it take for you to retire in style? Will $1 million do the trick? How about $5 million? Or perhaps you can get by on less.If the question leaves you scratching your head, you're not alone. Just 36 percent of...

Show All

Friday, April 29, 2022

In 2008, the financial world was in a dark place. The markets were in the midst of the subprime crisis. The sell-off in equities was broad and brutal. At the depths of the decline, equity markets fell by over half. The news media...

Friday, April 29, 2022

First growth, then income. If you're like most investors, you want to achieve growth while you're working and income after you retire. But that doesn't necessarily make it smart to change your investment strategy when you retire by...