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When you find that you have no surplus at the end of the year and yet have a good income, I advise you to take a few sheets of paper and form them into a book and mark down every item of [...]

Everybody wants to be rich, or at least well off.  But one thing most people don’t realize is that while having a lot of money does mean a lot more opportunities and choices, it also means more [...]

Are You Financially Prepared for an Emergency? A little planning now can help you handle a natural disaster or other emergencies. Many Americans have focused on their need to be prepared in case [...]

Things are still very uncertain in the markets, with COVID-19 still being extremely disruptive in most of our society and the society at large throughout the world. I am hoping that you did not [...]

You Need to Estimate Your 2018 Taxes Okay, let us face some facts that many of you will say is fake or that I do not know what I am talking about and that is your 2018 Federal Income Taxes. Yes, [...]

Investment Choices for Everyone Now that I am officially an investment advisor I would like to discuss the advantages of three ways in which people can invest in the markets for the long-term. [...]

New Name and Address, Same Great Service Well, it has been a while since I last posted a blog but the reason is I was re-doing the site completely. This is the new and improved site that is now [...]

      Financial Planning/Asset Management Do you need a comprehensive value-based financial plan? Maybe you’d like an investment review or review of your insurance coverage? How about a Social [...]