Finance Reads
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The Costly Mistake of Market Timing: Why Staying Invested Matters
In times of market volatility, political uncertainty, or negative news headlines, it’s natural to feel the urge to protect your investments by moving to conservative
Help Mitigate Your Taxes with Proper Planning.
High-income earners face a unique challenge: the more successful you become, the more complex – and potentially costly – your tax landscape grows. Much of
Unlocking the Value of Life Insurance in Retirement
Whole Life insurance is well known for its protection for your loved ones after you are gone. But did you know that in addition to
Retirement Mistakes to Avoid in Turbulent Times – And What to Do Instead
During market downturns, financial pundits can often make you feel like the world is ending. The common refrain is that things may never improve, and
What Do I Really Need for Income in Retirement?
When people start thinking about retirement planning, one of the first questions they ask is, “What do I need?” But planning around needs is a
The Hidden Costs of Using a Self-Directed IRA for Real Estate
The Hidden Costs of Using a Self-Directed IRA for Real Estate
The Benefits of Building a Diversified Portfolio
As a financial advisor, I often encounter clients who are attracted to the idea of investing in an index fund — a type of mutual
Mastering Cash Flow: Elevating Your Financial Strategy For Long-Term Success.
One of the most powerful financial strategies we’ve implemented together is cash flow management – the foundation of building and preserving wealth. If you’ve been following the
The Velocity of Money: A Smarter Way to Use Your Dollars
Most people think about money in a straight line: earn it, spend it, maybe save or invest what’s left. But there’s another way to think
Informative Resources
We encourage exploring the opinions and research of 3rd party professionals.
- This Hidden Threat Can Devour Your Wealth
- Whole Life Insurance Can Improve Planning Outcomes
- 401(k) vs. Life Insurance | Which is Better for Your Needs?
- Whole Life Insurance Critics Aren't Serious
- The Inventor of the 401(k) Says He Created a 'Monster'
- 3 Reasons Why You Can't Trust Your Personal Balance Sheet
- Why Whole Life Insurance Stinks
- Yes, Virginia, Whole Life Insurance Is Worth It
- Money Admonitions From 9/11
- How Women Approach Investing
- Beyond Health, Home and Auto, What Insurance Do You Need?
- An Unexpected 'Orman-Ramsey Vise' Now Squeezes Millions of Aging Americans
- 13 Reasons Why Your 401(k) Is Your Riskiest Investment
- If You Like Paying Hefty Tax Bills, Stick With Your Regular 401(k)
- Whole Life Insurance: A Good "investment" Everyone Tells You Not To Buy
- Wade Pfau: Pandemic Tears up 4% Rule
- How to Pay Zero Taxes Legally in Retirement
- How America's Retirement Dream Became a Nightmare
- How to Balance a Retirement Plan in an Unstable Time
- How to Help Your Family Wealth Last for Generations
- Flipping The Script on Life (Insurance)
- Reduce Portfolio Risk Using Cash Value Life Insurance
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