Understanding Gerontology with Barbara Micheletti Wealth, Health, and Happiness Videos, From Our President

Wealth, Health and Happiness: Understanding Gerontology with Barbara Micheletti

Wealth, Health & Happiness: Understanding Gerontology with Barbara Micheletti

legacy planning Retirement Planning, Insurance, From Our President

Two Distinct Types of People: Legacy Planning

There are two distinct types of people when it comes to legacy planning, those that spend it all and those...

Fun Retirement Stats - How Do You Stack Up? Retirement Planning, From Our President

Fun Retirement Stats – How Do You Stack Up?

Fun Retirement Stats - How Do You Stack Up?

I, Said the Bond: What Lies Next for the I Bond Hot Topics, From Our President

I, Said the Bond: What Lies Next for the I Bond

I, Said the Bond: What Lies Next for the I Bond

When your life is sunburned, it's time to change Helpful Advice, From Our President

When Your Life is Sunburned (How You Know a Change is Needed)

When your life is sunburned, you know a change is needed.

AI The New Frontier Hot Topics, From Our President

AI: The New Frontier

AI The New Frontier - how AI may change the world.

Force Majeure: The Investment Conundrum How to Invest, From Our President

Force Majeure: The Investment Conundrum

Force Majeure: The Investment Conundrum - what does the legal term force majeure have to do with investing? Find out...

What the Heck is Going on With Banks? Banking, From Our President

 What the Heck is Going on With Banks?

What the Heck is Going on With Banks? Is this a repeat of 2008? Find out in our latest blog....

When Cash is Paying More Than Your Mortgage! Helpful Advice, Home Buying, Financial Planning, From Our President

When Cash is Paying More Than Your Mortgage!

When Cash is Paying More Than Your Mortgage! Sometimes the unique circumstances result in cash in your bank account having...

the one day that matters in real estate How to Invest, Home Buying, From Our President

The One Day That Matters In Real Estate

The one day that matters in real estate is the day that you sell your house - and it's the...

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