Are You Ready for Retirement
In this video, I cover common issues that come up when considering your retirement.
Reviewing 401k Plan
I encourage you to take to time to recharge your batteries. Unplug your phone and block out the stream of “urgent” communications.
Risk On, Risk Off
I encourage you to take to time to recharge your batteries. Unplug your phone and block out the stream of “urgent” communications.
Importance of Taking Time to Recharge
I encourage you to take to time to recharge your batteries. Unplug your phone and block out the stream of “urgent” communications.
Building Your Portfolio
Taking proper care of America’s infrastructure is important. Also, taking proper care of your portfolio is important.
Life Insurance and Loved Ones
Today, I share my personal story about a loved one and life insurance.
Too Much of a Good Thing
Did you ever think you could have too much of a good thing?
Planning for Your Kids Education
My older sister was fifteen the year my dad died. As a self-employed man, he didn’t have a 401k, life insurance, or a long-term financial plan. He also didn’t have any college savings for the three of us. So my sister, who wanted to go to Boston College, had to settle for someplace local instead. […]
Finding a Financial Therapist
When I first began working in the financial field I was a trader. In fact, my career was built around making money. I was good at it. So good at it, in fact, that I did trading for 28 years. But somewhere along the line, I realized that my true goal was to help people […]
