Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising and taking the right supplements. People are living longer than ever before, but that doesn’t mean we are living healthier than ever before, which can prove to be a double whammy. The same double whammy applies to...
2022 Tax Season - Lessons Learned
This Week in the Market - Episode 22 (11/11/22)
The Time Value of Success Issues
Social Security and Tax Increases
This Week in the Market - Episode 21 (10/28/22)
Composure, Capacity, and Tolerance
This Week in the Market - Episode 20 (10/21/22)
Who is Your Personal CFO?
This Week in the Market - Episode 19 (10/14/22)
Saving for Retirement: A Different Take on Discipline
This Week in the Market - Episode 18 (10/7/22)
5 Myths About Life Insurance
This Week in the Market - Episode 17 (9/30/22)
Interest Rates, Commodities, and Ideas
Investment Advice for the Times
This Week in the Market - Episode 16 (9/16/22)
Why NOT to Buy Life Insurance
This Week in the Marke - Episode 15 (9/9/22)
Do You Have an I Love You Plan?
This Week in the Market - Episode 14 (9/2/22)
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