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Mar 25, 2021

Where should you invest your money? That’s question is usually near the top of any person’s list when they sit down with an advisor.


The answer, as you might imagine, isn’t straight-forward. At least it shouldn’t be if you’re building a plan that’s tailored to your retirement goals. Every investment...

Feb 25, 2021

Do you avoid money, or do you worship it? The way you approach finances and retirement can be telling.

Money avoidance

If you prefer to avoid money conversations, decisions or planning, it’s best to recognize that you feel that way and try to work around it, through it or with it instead of trying to battle it.


Jan 29, 2021

In the U.S., income exploded last year. It was the best year for income in American history by far, but I’m not discounting Americans who lost their business. Also, debt affordability has never been better in modern history. Americans still hold a lot of debt, but a big question is can you afford the debt.

Back in...

Jan 15, 2021

You’ve heard the old expression about putting your money to work for you, but what job are you going to give it? There are many different ways to invest and save your money but you have to know what results you’re trying to achieve.

When you think about your finances, ask yourself what does money represent and what...

Nov 25, 2020

Regardless of what you know about annuities, you’ve probably heard an opinion about them. This investment tool, like any other, can be good or bad for your personal retirement plan, but is it?

Well, we’ve gotten a lot of questions about annuities recently because of all the market volatility. People are looking for...