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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, July 14, 2021

 

Wednesday, June 2, 2021

When was the last time you had a DEEP FINANCIAL THOUGHT? Do you remember anything specific about that deep thought? Did it make you anxious or excited? Or just weirdly confused? Starting in high school and continuing into college, I...

 

Tuesday, May 11, 2021

When was the last time you took a FINANCIAL SNAPSHOT? One of the apps on my phone recently sent me a notification it had created a photo album. It had taken photos stored on my phone from last year and put them together in a single...

 

Tuesday, April 6, 2021

How long will it take you to achieve your REBUILD? 52 days or 5 years? Now that we’re well into 2021, are you still recovering from any of the significant and tumultuous events of 2020? What continues to be a weekly or even daily...

 

Thursday, February 4, 2021

Do you practice what you believe is best for your financial decision making today to provide for your future tomorrows? “If you don’t practice what you believe – you will eventually believe what you practice.”...

 

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Wednesday, December 16, 2020

As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1A positive reaction to these vaccines affects every...

 

Thursday, October 8, 2020

Access to your current investment information has never been easier and safer. You want and need your investment information to be "up to the minute" and easy to quickly access. We are pleased to offer you the digital convenience of...

 

Monday, September 14, 2020

https://youtu.be/30hFvwDJhLg

 

Tuesday, September 8, 2020

Uncommon advice for your financial journey so you're the boss of your financial advisor. Treat all conversations with potential advisors as if you are interviewing them for a job. Does this advice surprise you? People frequently give...

 

Thursday, March 12, 2020

https://www.youtube.com/watch?v=vgZprRb81KI&feature=share&fbclid=IwAR3-xfJ7tUgcmMgycgZmoZlhgk6T71XYmLvvB9C6Eom0uz3321-kOQrzTy8

 

Monday, November 4, 2019

LET’S TALK ABOUT GOALS Do me a favor and pull up a search in your favorite browser. Have some fun for a few minutes and do various searches on GOALS. You can search “the power of setting goals,” “setting goals...

 

Monday, September 16, 2019

“That’s RISK™ - it’s a game of world domination being played by two men who can’t run their own lives.” -Seinfeld Seinfeld is one of if not my favorite show of all time. One of the many reasons I...

 

Wednesday, May 8, 2019

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit? Provided by Steven Julian Social Security will be a critical component of your financial strategy in...

 

Thursday, February 21, 2019

Social Security by the Numbers Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program. Provided by Steven Julian Social Security has been a pillar of retirement life for several decades, but how much do...

 

Tuesday, August 28, 2018

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status....