DIY Stocks and Investing I am very much a forged handyman. I enjoy tinkering, fixing, and building various things around my house as well […]
Small Business Insurance and Retirement Planning Are Not Out of Reach Have a problem? Just ask a 13-year-old to write an app for that. Some start younger than 13, like Michael […]
Six Financial Lessons Solidified by my Horse I am a horse owner once again. Taking on this hobby when I did seemed fitting. Caballero came along in […]
Special Retirement Rules in 2020 That May Impact Your Taxes I recognize that some of this information in general does not apply to my clients. However, it is valuable to […]
Hello, 2021 December was a lot of fun at my house. I wrapped a ton of Christmas gifts for the 3 little […]
In All Crises, There Exist Winners and Losers While the COVID-19 virus brought the world to a grinding halt in early 2020, countries, companies and families around the […]
Planning to the Finish Line Personal financial planning and running have a lot in common. To be successful at both, one definitely needs a roadmap: […]
Fixed Annuities Are Garnering Much Attention If you’re like many investors these days, you may have some cash sitting in the bank hardly earning any interest. […]
Managing a shared budget, part 2 In our previous lesson on Kids and Money, we shared ideas on introducing your kids to the concept of a […]