Recent Posts from Admin


May 25, 2017 4 Ways to Help Your Grandkids Pay for College

Are you going to help your grandchildren pay for college? Besides saving for their own retirements, many of our clients ask us to devise plans to …

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May 19, 2017 5 Reasons Life is Better After 50

You’re getting better. That’s right! Contrary to popular culture’s sometimes irritating depiction of people over 50, recent university studies prove …

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May 04, 2017 5 Steps to Talking to Adult Children About Finances

Are you comfortable talking about money? Most people aren’t. A recent survey of 5,000 Americans found that personal financial discussions are …

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April 28, 2017 3 Tips for a Healthy Retirement

When you were 25 years old, you probably never considered your health. But when you’re 65, thoughts about your health are pretty much a constant …

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April 21, 2017 The Problem with Insurance That’s Universal

While I certainly hope that no one reading this is currently involved in a fight with their insurer over the rising costs of their universal life …

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April 13, 2017 A Backdoor Roth IRA Strategy

Funneling money into your Roth when your income surpasses the IRS’s limits A Roth IRA is a great way to build wealth. That’s because not only is …

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April 13, 2017 3 States with Low Taxes for Retirees

In order to save money on taxes, would you consider moving to a less expensive state? Lots of our clients do. But where might you go? When it comes …

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March 30, 2017 Debunking 3 Common Credit and Debt Myths

A caller to our radio program, Money Matters, recently asked me a question about a common myth regarding debt that to this day still takes me by …

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March 24, 2017 3 Important Social Security Questions

Are you going to take Social Security? Social Security is a big part of retirement for most Americans. But before you apply for it, you should ask …

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March 24, 2017 2 Reasons Why Mentoring is Great for You

“Tell me and I forget, teach me and I may remember, involve me and I will learn.” — Ben Franklin Of all the topics I’ve written about over the years, …

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