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 […]
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 […]
Weathering Financial Storms A hurricane is coming. Outside the wind is swirling and the rain is coming down. Schools are closed tomorrow, and […]
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: […]
Wage Increases? The Good, The Bad and The Ugly Ever since the federal minimum wage was established in 1938 at 25 cents per hour, the issue of whether it is […]
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. […]
Are watches a good investment? Aside from the question whether watches of the non-smart variety are even in style at the moment (there’s quite a […]
The overconfidence effect and investing A couple of years ago, my friends called me up. Like good friends do, they told me that I was […]
