Financial Planning for Life After Losing a Loved One None of us gets out of here alive. That’s what my dad told me when I was sad over losing […]
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 […]
Leadership Discussion, Part 2 I am starting this chat with you based on the assumption that you want to build something. It’s a pretty […]
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? […]
Tackling Asset Classes Like a Football Fan It’s football season, and my heart is happy. What does that mean for asset classes, financial markets, or my planning, […]
Risk & Reward Podcast Episode 14 One needs good practical advice regarding portfolio investments to reduce the fear of investing in fostering positive gains in life and finances.
Make Wise Decisions for a Life Worth Celebrating “Let the wise listen and add to their learning, and let the discerning get guidance,” says Proverbs 1:5. We often […]
Is Inflation Upon Us? Oil moved above $70 a barrel in June, and regular unleaded is just under $3.00 at the pump. That’s about […]
Start to Invest Again In my previous blog, I discussed what we have learned from the Covid-19 pandemic. As stated, the vaccine is now […]
Risk & Reward Podcast Episode 1 In this episode, we discuss how gaining access to investing in the stock market has changed over the years and how this access historically decided who could and could not invest.
Choosing the Correct Health Insurance All I wanted to do was choose the right health insurance. It’s all confusing, and I found myself in a […]
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 […]
