Financial Goal Setting for the Year.

We are in the New Year 2021 and it’s time to get things organized for the year ahead. One of the most vital aspects of setting your financial goals is the Pay yourself first system. I know you’ve heard that a lot but it is the best thing to do in order to get yourself...

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Buying vs. Renting

Owning a home used to be a virtual requirement in attaining the so-called American dream. But that was when people drove 2-ton cars, smoked on airplanes and watched live television. Buying is a smart choice for many people, but it isn’t always the best deal, depending...

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Don’t Put The Cart Before The Horse

Today I thought I’d touch on a funky subject – FEES. As an Advisor, I often get asked about fees. So let’s discuss all the different types of fees that are likely built into your typical investment account – and yes, you should be concerned and ask about all of them,...

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Revocable Trusts

I am way too tired from this weekend to come up with a really fancy title for this post.. so here goes.. straight and to the point.   The greatest benefit of a revocable trust is that it simplifies the estate-planning process. When a person without a trust passes...

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I Own a Business…. Now What?

Financial planning for entrepreneurs/business owners is a bit different than planning for all of us who get paid by an employer. When you own your own business there is no retirement plan already set up for you that you just get to stash money away into. So if you’re...

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Money Matters Book

Money Matters Book