Plan smart. Retire well. Protect your family.
Interesting Facts… Humphrey Bogart’s character Rick never actually says, “Play it again, Sam” in the movie Casablanca. The role of Dirty Harry was offered to Frank Sinatra, John Wayne, and Paul Newman, all of whom turned it down, before Clint Eastwood finally said yes. Mel Blanc, voice bugs bunny, porky pig and more, tombstone reads, […]
The Power of Intentional Habits I came across a quote by Albert Gray that stopped me in my tracks: “Men form habits and habits form futures. If you do not deliberately form good habits, then unconsciously you will form bad ones. You are the kind of man you are because you have formed the habit […]
Why Indexed Annuities Can Be a Smart Choice for Retirees When people retire, their biggest concerns are safety and steady income. After years of saving, no one wants to see their money disappear because of risky investments. That’s why experts often suggest seniors place their money in safe vehicles with guarantees, such as Certificates of […]
A Simple Guide to Planning for the Retirement You Want Most people never save enough money to retire the way they want. It’s not because they don’t earn enough it’s because they don’t have a clear plan. If you want to enjoy your retirement years, the first step is to make a plan. A retirement […]
A lot of older Americans are converting the equity in their homes into cash, by using a type of loan called a reverse mortgage. The money from a reverse mortgage can provide seniors with the financial freedom they need to fully enjoy their retirement years. The reverse mortgage got its name because the payment stream […]
Debt is a topic I bring up fairly often, in my newsletters. Why? Because it is something most people need assistance with. It’s an interesting topic, as everyone sees debt differently. Some people avoid it at all costs, some see it as a necessary evil, some people don’t have a choice but to incur some, […]
Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know about this extreme wealth killer: inflation. So the definition of inflation is…“In economics, inflation is a rise in the general level of prices of goods and services in an economy over a period of time. […]
Finding true passion in our lives is part of our own individual destinies. We seek passion in every area of our life and involve the people closest to us in our opinions and choices regarding what we truly want in life. We live and breathe it; expressing it in many different ways. Be it through […]
Organizing your financial records can be a real hassle and let’s face it who has the time to stay on top of all of that stuff anyway. Between running errands, paying bills, going to your doctor and dentist appointments and so on who has time to worry about updating your Will or meeting with your […]
When it comes to managing money, we all know what we should do and what we shouldn’t do! However sometimes we make mistakes, and sometimes those mistakes have a cost to them. Listed below are some common money mistakes that can cost you big! Paying Your Bills Late: A lot of people make the mistake […]
