4 things you'll want to know in 2022 and 2023 This year has been a wild ride so far with tons of obstacles. It has presented both...

Smeared debt leaves streaks I hope you're sitting down for this one because you might know some, but not all of the details. Whether you...

Don't let it get the best of you As your financial advisor, there are things we subject ourselves to that we prefer most don't. Thinks...

Rid yourself of some or all taxes Most of our clients and followers already know about certain retirement hacks you should be thinking...

Near-Term response may be just the beginning Just a couple days ago the Russian armed forces moved in and attacked numerous targets...

Pay me now or pay me later These days just about anything can be done online. Ordering products can be done with a few clicks and it's...

A sure way to guarantee pain Meatloaf said it best when he said "do anything for love, but I won't do that..." RIP 2022! The first few...

A battle to the finish We all carry a smart phone by now - or at least most of us. There are a growing number of retired clients of ours...

The party ain't over yet You might recall David reminding clients about some of the savings strategies that could be coming to an end in...

Choose wisely or pay the price If you're retired, nearing retirement, or dreaming about hanging up your hat, you should be thinking about...

Navigating the industry, sector, and stocks It's about time we all treated ourselves to a little getaway, but how do things look in this...

What dreams are made of This has got to be the year for weddings. Because the world basically shut down in 2021 a lot of brides were...

Take now or forever hold your piece By now those of you who are reading this have received at least one advance payment of the child tax...

A look around the corner As the adage of sell in May goes, there is some data that shows the months of August and September could see...

We get this question tons and tons of times. When should I get help from a planner, money manager, or financial advisor, and what's the...

What to do with that old retirement plan You may have just changed jobs and not sure what to do with the old retirement plan your...

Photo by Foodguide App on Unsplash The pandemic has created challenges for a ton of business owners across the globe, but none quite like...