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Blog

I like to provide insight that challenges accepted practices in the Financial Services Industry.  My goal is to have content that is unique and designed to help clients make informative decisions when selecting a financial advisor or wealth management firm.

Monday, March 18, 2024

Whether you are getting close to retirement or even if retirement is still a little way off, here are some common questions and answers regarding Social Security.

Monday, March 18, 2024

Whether you are just starting to explore financial literacy as a business owner or are looking to freshen up your skills, below you will find areas of financial literacy critical to business owners.

Monday, March 18, 2024

Here are ten ways a financial professional can assist high-performing individuals work toward improving their financial health.

Monday, March 18, 2024

In the evolving landscape of retirement planning, the recent months of 2024 have marked a significant shift in perspective for financial professionals and their clients

Thursday, March 7, 2024

As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now.

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Friday, February 16, 2024

The importance of building credit can’t be overstated. Here are a few strategies to consider to help build it...

Friday, February 16, 2024

There are several benefits to having a 401(k), especially if you are a high earner, that offer ways to build a substantial retirement.

Friday, February 16, 2024

Understanding and implementing financial wellness techniques is essential for effectively sharing wealth with the next generations. Here are some financial wellness tips to help manage generational wealth transfer more confidently!

Friday, February 16, 2024

Choosing a financial professional is a major decision. Here are four tips to help you build a strong relationship with your financial professional.

Thursday, February 8, 2024

Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.”

Tuesday, January 9, 2024

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn't just for the wealthy.

Tuesday, January 9, 2024

You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base. What are the next steps to take?

Tuesday, January 9, 2024

As high-net-worth individuals navigate the complexities of financial planning during their working years, one critical aspect often goes overlooked—long-term care.

Tuesday, January 9, 2024

The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently as you age isn't always easy and may take some degree of planning well before you are even ready to retire.

Wednesday, January 3, 2024

The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year.

Tuesday, December 12, 2023

It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard deduction and tax brackets for the year 2024.

Tuesday, December 12, 2023

Capital gains taxes might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners.

Tuesday, December 12, 2023

As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs Act

Tuesday, December 12, 2023

Life today is expensive, and contributing to a retirement plan is more beneficial than ever.

Thursday, December 7, 2023

Solid gains for both stocks and bonds gave investors a November to remember.

Tuesday, November 14, 2023

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working.

Tuesday, November 14, 2023

In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday.

Tuesday, November 14, 2023

In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind.

Tuesday, November 14, 2023

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

Friday, October 20, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan.

Friday, October 20, 2023

If you or a loved one are approaching the point of needing elder care, you may be wondering what your options are. What level of care is right for your situation?

Friday, October 20, 2023

In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets.

Friday, October 20, 2023

Capital gains taxes might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners.

Tuesday, October 10, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?

Tuesday, October 10, 2023

For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be, how your health may be, or what your financial needs might be.

Monday, June 5, 2023

Monday, May 22, 2023

Monday, May 22, 2023

Monday, October 4, 2021

How often have you asked yourself this question? How do you know if your needs warrant the service and cost associated with a financial advisor? Determine The Need Engaging an advisor to help you determine if you actually need an...

Friday, August 6, 2021

Let me start by giving my own opinion on this question: No. This may be concerning to many who read this viewpoint. I’m willing to say, I’ve even lost a few prospects due to my honesty when answering this question. So what...

Wednesday, October 28, 2020

2020 has been, in my opinion, a year that has tested the boundaries of volatility and stability in client portfolios. I thought it would be a good idea to remind investors why equities blended with fixed income under several...

Monday, August 3, 2020

Fiduciary- you may have heard many financial services firms use this word in describing their commitment to providing independent advice to clients. But, can the actual decisions, size and service (or lack thereof) strategy of the firm...

Tuesday, May 19, 2020

Is your financial firm or advisor working for you or are they working for a product company? How would you know? Here are a few scenarios to consider when pursuing a new advisor or evaluating your current wealth management firm. The...