Whether you’ve tried to Google your way to financial clarity or sat down with a financial planner (or at least someone who called themselves a financial planner) you may have had a version of this question cross your mind, “How do I know the advice this person provides is the right advice for me? What…

Have you ever thought about designing a life that you don’t have to retire from? Have you always thought that the magical realm of “retirement” will allow you to make your dreams and passions and pursuits come alive? Don’t wait for a far out date of retirement. Design your life for greatness today!

The folks over at First Trust put together some great data. I thought you may enjoy this Infographic they put together on COVID-19 and where we stand on various important data points. Hope this is helpful for you! This data comes from Brian Wesbury, Chief Economist at First Trust and Robert Stein, Dep. Chief Economist.…

Do you have children under age 17 at home? Did you think you won’t receive a stimulus check because you make “too much money”? Your income phaseout range is actually HIGHER than what you are reading in the news if you have children under age 17 at home.

The folks over at First Trust put together some great data. I thought you may enjoy this Infographic they put together on COVID-19 and where we stand on various important data points. Hope this is helpful for you! This data comes from Brian Wesbury, Chief Economist at First Trust and Robert Stein, Dep. Chief Economist.…

Inevitably, one of the topics brought up during a conversation with any financial planner is how to save money on taxes. Of course, if you have a significant tax “problem” you also have a very positive situation on your hands: A healthy six or seven-digit income (just trying to look on the bright side here!).…

As we face increased uncertainty about our lives, work, and the markets, it can be easy to become anxious and fearful instead of focusing our thoughts on truth. Yes, we may face more surprises as we learn to live with the pandemic and figure out how to manage the economy through this. Focusing on Truth…

Are you receiving dozens and dozens of marketing emails from companies right now? Does it matter to you the “response” from a sandwich company to the COVID-19 pandemic? Here’s my response and why I’m not mass emailing people right now.

We are halfway through the year, and already people say “good riddance” to 2020. This has been a difficult year! Facing trials There is uncertainty about how the pandemic will play out and whether we will go back to “normal” ever again. There are many important events and future outcomes that are outside of our…

Are you someone who thinks that working with a financial advisor should save you lots of money? Have you ever thought of trying to only hire a financial planner who could define their value through cost-savings? Well, the best financial planning advice may actually not save you money at all, depending on what kind of…