Financial Planning

The CARES Act Explained

Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and…

4 years ago

Retiring on State Lines with Financial Freedom

Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life?  Once a year…

4 years ago

The High Cost of Hidden Agendas

Free Advice is Worth Every Penny. A weathered sign hangs in our local mechanic’s garage: We offer three kinds of…

4 years ago

From Tea Leaves to Talking Heads – The Price of Timing the Market

Investors have a fascination with predictions. Look at the financial media. Turn on any television show, listen to any radio…

4 years ago

Planning for Tariffs of Yesterday and Today

Similar to today, the Roaring 1920s saw rapid technological change with cars and electricity. This created a farm surplus as…

5 years ago

Weekly Perspective

This week marked the 307th time that the Dow Jones index fell 3% or more in a single day when…

5 years ago

Planning Starts Now

Retirement planning can start in any decade of your life.  In Chapter 2 of the book, Your Insiders’ Guide To…

5 years ago

The Big Financial Retirement Mistake and How to Avoid It

Experts say that healthcare alone could cost the average couple hundreds of thousands of dollars during their retirement. That high…

5 years ago

Live Happy and FIRE

Retirement is changing.  There is a shift taking place on how we retire and who can help us get there. …

5 years ago

Staying the Course

Staying the Course Investors tend to see short-term volatility as the enemy.  Volatility may lead many investors to move money…

5 years ago