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Are you nearing retirement? If you are, take time to setup an account on SSA.gov. Doing so will help you access important information about your social security benefits. This information will help you and your financial planner...Read More
I was watching a segment of Mad Money on CNBC with Jim Cramer the other day and it reminded me there are a lot of retail investors who do not work with a professional advisor. While you may not need an advisor to do everything for you,...Read More
How would you feel if that asset lost value or became worthless tomorrow? Would it change your life style? Would it change the lives of your kids, parents and other family members? How would it impact your financial goals and your...Read More
You ever have that feeling you could be doing something better? You pay all your bills on time, but you have a lot of bills. Do you find a large portion of your paycheck is already earmarked for: student loans, car payment, your living...Read More
This is a common question I get from prospective clients in regards to investment selection. We might be at a social event, having an initial consultation or meeting after one of my educational events. They are interested in the...Read More
As the spring buying season gets underway I frequently receive the following question from a first time home buyer or two. I get asked if IRA assets can be used to make a down payment for a home purchase. The short answer is yes, for...Read More
The first time I observed such a loss was in 2010. I was deployed to Iraq serving as an Operations Officer for a HIMARS Battalion (i.e. rocket artillery). We had soldiers all over the country ready to meet the indirect fire support...Read More