From Our President, Helpful Advice

Donor Advised Fund: A Family Planning Tool

...This step begins his children’s education about money and investing in an engaging way. After, they discuss which charities they...

From Our President, Post Retirement Tips, Retirement Planning

Unwinding the Federal Balance Sheet: What’s it Mean & What’s the Impact on you!

...in the banks.  We, therefore, saw a massive increase in spending, investing in the stock market, and borrowing for real...

From Our President, Retirement Planning

Gold: The Pros, Cons, & Our Philosophy

Precious metals are on the rise again. With the price of gold hovering around $1,300/ounce, we are getting a fair...

From Our President, Retirement Planning

Financial Lessons from our Founding Fathers

...your dollars accumulate quicker, but the interest earned on each dollar will magnify.  I look at investing as a sprint...

From Our President, How to Invest, Retirement Planning

Understanding the Four Major Types of Annuities

...have their places they work well and their places they are not appropriate.  If investing in one make sure you...

From Our President, Insurance, Post Retirement Tips, Retirement Planning

9 Rules to Optimizing Your Property & Casualty Insurances

...Driver Discount Righttrack or similar driving monitor program Rule 4: Bill payment method.   Most insurance companies offer a discount if you...

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