The Jetsons & Stock Market Predicting

By |2020-08-20T20:57:29+00:00August 20th, 2020|Uncategorized|

Predicting the Future May Be Dangerous to Your Financial Health The Best way to Predict the Future is to Invent it Yourself! The Jetsons Do you remember watching the cartoon classic “The JETSONS”? Who could forget that catchy theme song?  “Meet George Jetson . . . His boy Elroy . . . daughter Judy . [...]

Can you relax this summer?

By |2020-08-06T21:47:53+00:00August 6th, 2020|Uncategorized|

Can you Relax this Summer? An Investment in Knowledge, always pays the best Interest—Benjamin Franklin Most would agree that education provides us with greater insight, understanding, and choices. However, you may not have realized that just a little bit of financial education can help you relax the rest of the summer and beyond.  The good [...]

How Does Flying Relate to Retirement Planning?

By |2019-09-19T13:48:34+00:00September 19th, 2019|Podcast|

You don’t need to be understand the basics behind flying but you’ll need some guidance from a professional to grasp the finer points and nuances to the actual process. Believe it or not, there are a number of parallels between flying and retirement planning and that’s what we plan to tackle on this episode.

Challenges That Millennials Face in Financial Planning

By |2019-08-23T13:32:22+00:00September 5th, 2019|Podcast|

It’s easy to take shots at millennials and joke about many of the stereotypes that follow them around, but that’s not always fair. That younger generation faces many new challenges that weren’t around 15-20 years ago, and it makes it difficult to start saving and planning for retirement. We’ll address those issues in this episode.

Potential Financial Pitfalls for Someone Entering a Nursing Home

By |2019-08-08T19:08:14+00:00August 15th, 2019|Podcast|

When facing the decision to put a loved one into a nursing home, the last thing you want to be concerned about is their safety and security. That’s true of financial and physical health. There are some financial pitfalls that you need to know about so you can protect your family.

Things You Should Consider When Inheriting a Home

By |2019-07-26T19:49:08+00:00August 1st, 2019|Podcast|

Inheriting a home can be major life change and it bring with it a number of decisions that need to be made. Depending on who else was included in the inheritance, you’ll have to figure out what you want to do with it. Every decision brings a different set of pros and cons so understanding those will help you determine what option is best.

Weaknesses in 401K Retirement Plans

By |2019-07-17T18:59:25+00:00July 18th, 2019|Podcast|

One of the most popular retirement plans that people utilize is the 401(k). It’s often the easiest place to start when you begin saving for your future and a many times a employer will offer the option as part of a compensation package. The 401(k) definitely serves its purpose but there are some weaknesses that might make you look to other investment opportunities.

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