"Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family." - Kofi Annan
Friday, October 16, 2020
How to apply the concept of Real Estate to Retirement Savings
Read More
Thursday, October 15, 2020
If you believe taxes will go up this video is for you! Find out how to manage your money tax efficiently.
Read More
Wednesday, October 14, 2020
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with...
Read More
Tuesday, October 13, 2020
Do you believe taxes will go up? If so, this video is for YOU! Find out how to manage your money tax efficiently.
Read More
Monday, October 12, 2020
I’ve had several people reach out to me to ask if they should refinance their mortgage. In this video, I’m going to walk you through the key questions you need to answer to make an informed decision.
Read More
Wednesday, August 26, 2020
Cliick on the image below to view my video about POA & Health Directives for your young adult child or follow this link: https://player.vimeo.com/video/451651539
Read More
Traveling. Some of us travel a lot, and some of us travel a little. For some of us, traveling is a job. Nearly 63 million people are employed, worldwide, in air travel and related industries.¹ There’s bound to be travel...
Read More
Tip: Don’t Put it Off. Putting off an easy thing makes it hard. Putting off a hard thing makes it impossible. -George Claude Lorimer Some of us share a common experience. You’re driving along when a police cruiser pulls up...
Read More
Forty-six percent of Americans do not own any stocks or stock-related investments, such as mutual funds, according to a recent Gallup poll.¹ Individuals may cite different reasons for not investing, but with important long-term...
Read More
The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute,...
Read More
The Pre-Retirement Checklist: HOW PREPARED ARE YOU? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more...
Read More
Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty Dozen” Identity Theft Using your personal...
Read More