Choosing a financial professional is kind of like buying a mattress. There are a lot of choices. Dif...
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My Grandpa Maxwell, known as Junior to family and friends, HATED going to the doctor and he would av...
When I work with my clients, we have three main concerns when preparing and implementing a financial...
As a financial professional, I understand the responsibility I have to my clients and to your money ...
You’re not going to work forever even if some weeks it feels like it. So why aren’t you saving for r...
Hopefully, you enjoy your job and appreciate the impact you’re having in your professional life. How...
When the divorce decree becomes finalized, your work isn’t over. In fact, when it comes to divorce p...
Divorce is all too common an experience and one that, if you are not prepared, can lead to financial...
When divorce is unavoidable, it can often spell financial disaster for one or both partners. Not onl...
2023 to 2024: One Year Later
If you've been reading financial advice for a while, you'll probably have heard repeatedly that savi...
A Revocable Living Trust is a document that specifies how you want your property to be distributed a...
Life insurance myths are some of the most persistent misleading misinformation affecting people plan...
As people get older, they often begin to think more about retirement. For many, this is a time to re...
Retirement income is a topic that must be carefully discussed with your financial advisor to determi...
For a happy retirement, you need to have an income that will sustain the lifestyle you want. If you'...
It's been just a few months since Covid-19, the novel coronavirus, made its debut on the world stage...
New Ways to Create Retirement Income and Make Your 401K Pay Off Like a Pension Plan
Don't worry too much about the retirement age, retirement benefits, and the ways to save for that sp...
No one ever tells you the downsides to retirement. When you're working, your friends and family memb...
How much money will you need to have saved for retirement? This is a question that many people are a...
Based on the U.S. Bureau of Labor Statistics, only 55% of civilian adults take part in workplace ret...
I bonds are a form of U.S. savings bond meant to protect the value of an investor’s moneyfrom inflat...
I played basketball all through Junior High and High School, and even was recruited to play in colle...
Individuals who spend their lives building businesses that ultimately lead to a high income tend to ...
Retirement is a time to enjoy your life, not struggle with money. It's also a time when many people ...
Once you reach your retired years, you may think that your previous planning efforts would put you i...
The term retirement comes with mixed feelings and reactions among most people. Some are usually wait...
Many Americans are unsure how to prepare for retirement. There is a lack of clear guidance and wides...
Life insurance can be called "love "insurance because we use it to protect the ones we hold dear. It...
Your adult children need all the support and encouragement they can get from you when it comes to th...
Most people don't look forward to retirement. They imagine a time when they will have to give up the...
Raising children is something often done by parents in the prime of their life, typically between th...
We all want an early retirement to travel, start a business, or spend more quality time with our fam...
Achieving a high income and net worth is half the battle in the quest for financial security. The ot...
It’s not so uncommon when you hear someone who retired wanting to pack up their things and move. Whi...
Everyone should have a will; it ensures that your loved ones will receive the assets you wish them t...
Life insurance myths are some of the most persistent misleading misinformation affecting people plan...
Everyone should have a will; it ensures that your loved ones will receive the assets you wish them t...
Honestly, most people don't like paying their taxes, with some going the extra mile to avoid paying....
Retirement should be a time of rest, relaxation, and play. It should be about focusing on those purs...
As you prepare or revise your retirement plan, one of the most important steps that you can take is ...
Retirement should be a time of rest, relaxation, and play. It should be about focusing on those purs...
You've spent the better part of your working years planning for your comfortable retirement. As you ...
The average individual spends less during their retirement due to a budget. The exception is giving ...
If you are like many people, you may easily spend hundreds of dollars or more on holiday gifts and r...
Internal Revenue Service has come with an initiative to assist elderly taxpayers. Tax Counseling for...
Getting older has its nuisances as your health starts to decline, eyesight and hearing can deteriora...
After working hard and building a little wealth, it's incumbent on you to do what's necessary to pro...
For many people, the dream of traveling in retirement is strong. You may want to plan trips to see y...
No matter what your age is, it’s important to start preparing for the time when you eventually retir...
If you are like many people, you are probably looking forward to the time when you can retire. It ma...
If you have been one of the many impacted by COVID-19 and you’re closer to retirement than some, the...
