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.
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...
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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...
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Thursday, July 16, 2020
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...
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Thursday, March 12, 2020
https://www.youtube.com/watch?v=vgZprRb81KI&feature=share&fbclid=IwAR3-xfJ7tUgcmMgycgZmoZlhgk6T71XYmLvvB9C6Eom0uz3321-kOQrzTy8
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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...
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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...
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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...
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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...
Read MoreMost 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....
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