Annual Financial Wellness Checkups & Second Opinions Having a career in the health and wellness industry yourself, you certainly understand the importance of routine health checkups to […]
College Savings Plans: A Great Way to Save for Higher Education Do you have a child or grandchild who will likely be attending a higher education institution in the not-too-distant future? […]
Feeling Stressed? It’s Time for a Plan I read this on social media recently: “Dear Cher, If you CAN turn back time, now would be great. Thanks […]
Social Security Claiming Strategies When should you start taking your Social Security Retirement Benefits? The answer depends on many factors that include but are […]
Tips on Buying a New Car Satellite radio keeps me in tunes when I’m cruising in my car. One of the channels recently had a marathon […]
Do You Know What is in your Retirement Plan? Investors can diversify their portfolios by using different mutual funds or exchange-traded funds (ETF’s), saving clients the time of doing […]
Learned Helplessness I recently attended a meeting where the speaker spoke about Down Syndrome. The woman has a child with Down Syndrome […]
Subscribing to Your Retirement Plans and Investments Subscription services seem to be the latest business model for attracting new users and building a good customer base. For […]
Gamification of Investing I’m not much of a gamer, although I know many who are quite addicted to video games. From what I […]
Weathering Financial Storms A hurricane is coming. Outside the wind is swirling and the rain is coming down. Schools are closed tomorrow, and […]
Using vision boards to pursue your financial goals The new year is upon us, and although we may not keep them — many of us have established goals […]
Have you done a year end review? With the end of another year looming ahead of you, there’s no doubt that you’ll be busy with the holidays […]
