Archives

Attention to Year End Finances It is the end of the year, and that means a few things for people financially. For some, it means that they will start gathering their paperwork to do the all [...]

Three Buckets of Saving So, how do you invest when the markets are going every which way? Well, the answer is you take a holistic approach to your investing. Most people actually know what it is [...]

 Permanent Life Insurance Life insurance is something that many people need and purchase throughout their lives depending on their individual circumstances. If you are single or retired with [...]

A Lost Year in the Markets? The last year for the stock market has been one of severe ups and downs. Many people think that in addition to the tax cuts which do not appear to have panned out the [...]

Financial Statements They say the language of business is accounting. If that is the case, most people who invest in businesses do not necessarily speak the universal language of business. As I [...]

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. [...]

2018 Tax Estimate Issues I know that by now everyone is aware of the new tax act that passed last December. As I wrote about earlier this year and I am hoping you did check your withholdings to [...]

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 [...]