From Our President, Hot Topics, Retirement Planning

Did You Miss It?

First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...

From Our President, Hot Topics

Coronavirus: The Latest Market Scare

The irony is that just last week I put out a blog on what war does to the markets. When...

From Our President, Hot Topics

How War Affects Stock Markets

Over the past month, there’s been some increased risk of an actual war taking place with Iran. I’m not going...

From Our President, Hot Topics

Some Big Changes Coming! Key Points to The SECURE ACT

While you were celebrating the turn of a new year, there have been some very quiet changes brewing on Capitol...

From Our President, Hot Topics

Top 10 Blogs of the Year! {Which was your Favorite?}

It's been another year (and a labor of love) of successfully writing 52 unique blogs. Since I know you’ve read...

From Our President, Hot Topics

10 End of Year Planning Tips

I feel like Oprah Winfrey doing her big annual holiday show. However, instead of giving away this year’s hot new...

From Our President, Hot Topics, Refinance, Retirement Planning

Is it Time to Refinance?

In the past couple of months, mortgage rates have been declining yet again. Today, you can find 30 year mortgages...

From Our President, Hot Topics, Retirement Planning

What the Proposed SECURE Act Means to You – 9 Major Changes

Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the...

From Our President, Hot Topics, Taxes

Tax Refund: Money You Don’t Want

It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax...

From Our President, Hot Topics, Retirement Planning

10 End of Year Planning Tips

With yearend upon us, life can get quite hectic. We’ve got vacations, holidays, and quality family time to juggle. While...

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