Holidays, Gifts and Your Happiness
As soon as the Thanksgiving dinner is cleared from the table (sometimes even before), conversations center around the holidays – the perfect gift for your…
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Is Your 401k Plan Designed to Succeed?
A 401k plan can be a wonderful benefit to offer employees as well as a great way for a business owner to reduce taxes. Unfortunately,…
Perspective
With Hurricane Irma now in the rearview mirror, I can gratefully say how lucky we were. My home sustained minimal damage and we thankfully never…
Should You Offer a 401K Plan?
Offering a 401K plan can be a great benefit for both the owner of a business and its employees. But a 401K requires time, money…
Financial Freedom – It’s Not All About The Size of Your Bank Account
The way in which we respond and react to events that unfold in our daily lives are often the result of our past experiences. This…
The Art of Investment Management
Many people mistakenly believe that investment management is simply selecting the investment or combination of investments that will generate the highest yield or highest long-term…
How Are Social Security Benefits Calculated?*
The purpose of social security is to replace a portion of the income you earned over your life once you are retired. How exactly your…
Half of a Whole: When You Lose a Spouse
Whether it’s sudden and unexpected, the culmination of a lengthy illness or merely the result of old-age and the normal cycle of life, there’s nothing…