Regarding Retirement, there are Ants and Grasshoppers I was talking to my friend Gary the other day, ok, maybe it was more like three months ago, but […]
Risk & Reward Podcast Episode 2 In this episode, we cover many topics ranging from the cautionary tale of Archegos Capital, how diversifying your portfolio is critical, and explaining the doomsday predictions of inflation.
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 […]
Better Safe than Sorry: Protecting Your Finances If you don’t know this already, I love to shop. It’s so much fun showing people the treasures I find […]
Being Reasonable About Time and Money “Life’s tragedy is that we get old too soon and wise too late.” — Benjamin Franklin We understood that quote […]
Learned Helplessness I recently attended a meeting where the speaker spoke about Down Syndrome. The woman has a child with Down Syndrome […]
Parenting & Coaching: Two Peas in a Pod Like teachers, great coaches are amongst the most underappreciated professionals out there. Sure, pro-level coaches are respected and paid handsomely, […]
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 […]
Stories of Your Legacy I think everyone needs a troubadour. I’ve told a close friend, who is handy with a guitar, that if money […]
