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CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE

Ideas include: You must crawl before you can walk, and then build wealth One step at a time to saving for your future How the 7 baby...

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January 23, 2022

CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE

SOARING WITH INFLATION

During Dave Ramsey’s Livestream event, on 1/13/2022, he and fellow Ramsey personalities Rachel Cruze and George Kamel briefly discussed...

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January 23, 2022

SOARING WITH INFLATION

RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY

Proverbs 13:11 (NIV): “Dishonest money dwindles away, buy whoever gathers money little by little makes it grow.” Tonight’s talk started...

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January 18, 2022

RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY

CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022

The IRS recently announced that next year taxpayers can put an extra $1,000 into their 401(k) plans, an extra $1,000 in SIMPLE IRA Plans...

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January 1, 2022

CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022

2022 INVESTMENT OUTLOOK

Welcome to 2022! What a year 2021 was – coming out of 2020 and the COVID lockdowns we anticipated a strong market and that is certainly...

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January 1, 2022

2022 INVESTMENT OUTLOOK

ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD

Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...

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December 13, 2021

ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD

YOUR GUIDE TO “BENEFICIARIES”

Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...

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October 28, 2021

YOUR GUIDE TO “BENEFICIARIES”

IMPACT OF INFLATION - SOCIAL SECURITY BENEFITS

Social Security offers a 5.9% cost-of-living adjustment. What if I am delaying my benefits? The Social Security Administration officially...

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October 22, 2021

IMPACT OF INFLATION - SOCIAL SECURITY BENEFITS

FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?

A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...

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September 28, 2021

FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?

MAXING OUT A 401(K) PLAN TOO EARLY

Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...

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August 24, 2021

MAXING OUT A 401(K) PLAN TOO EARLY

BACK TO SCHOOL BUDGETS

It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...

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August 12, 2021

BACK TO SCHOOL BUDGETS

PROTECT YOUR INCOME: BUY DISABILITY INSURANCE

We often talk about the reason you should remove debt from your life is because it eats away at the largest wealth building tool that you...

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August 3, 2021

PROTECT YOUR INCOME: BUY DISABILITY INSURANCE

COMPOUND INTEREST

Compounding interest is a concept that many people are familiar with, especially in the investing world, and it can most simply be...

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July 28, 2021

COMPOUND INTEREST

CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...

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July 20, 2021

CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS

In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...

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July 13, 2021

A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS

HEALTH INSURANCE FOR THE PRE 65 RETIREE

Everyone views retirement a little differently. Some folks love their career and want to continue pursuing their passion for as long as...

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June 8, 2021

HEALTH INSURANCE FOR THE PRE 65 RETIREE

NEW MONTHLY REPORTING AVAILABLE

Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...

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June 8, 2021

NEW MONTHLY REPORTING AVAILABLE

ROTH CONVERSIONS - IDEAS TO CONSIDER

An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...

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May 18, 2021

ROTH CONVERSIONS - IDEAS TO CONSIDER

THE BENEFITS OF DIVERSIFICATION

The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...

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May 18, 2021

THE BENEFITS OF DIVERSIFICATION

THE VALUE OF FINANCIAL COACHING

You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...

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February 23, 2021

THE VALUE OF FINANCIAL COACHING
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