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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. I'm glad to have you reading along.

Monday, August 8, 2022

You didn't ask...but I'm offering advice anyway.I collected a lot of guidance from older clients and colleagues, maybe even your grandparents! Also, from personal experience. (translated......

Thursday, July 14, 2022

We know that building credit seems daunting, but the good news is- it's not that hard. So let's take a look at a few different ways that could improve your credit history and increase your current score. 

Tuesday, June 21, 2022

When we look back at the recent drop in capital markets it is a unique one. I want you to find me one time in the past, where we dropped like this and did not recover to reach a new ALL-TIME high. (The room goes silent).....

Tuesday, May 17, 2022

We are always looking for ways to improve your situation financially and in any other way we can. We have been telling people on our recent calls about this, but really wanted everyone to know now. Let's talk about the Treasury Series...

Monday, March 28, 2022

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Thursday, September 16, 2021

I bet you’re all wondering… What does the rest of 2021 look like? Here’s a rundown: There will be an NFL and NHL season- One already started! The sun will rise in the east and set in the west. Unless you live in...

Friday, March 8, 2019

A few weeks ago I was flying cross-country. With taxi time, flight time, more taxi time, you've got about 7 hours to kill. With this in mind, I started saving all the Outlook and Projections articles for 2019, that I had received from...

Thursday, December 27, 2018

There's some good news coming for getting that retirement strategy further along on it's glide path. The retirement funding limits are rising. This is the government acknowledging someday milk will be $10/gallon and so will gas, and it...

Thursday, December 20, 2018

Back in January on my blog I quoted one of my favorite Warren Buffett quotes about stocks....but it was not important then as we just had 15 positive months in a row. So now it's time to revisit those words: " The stock market is the...

Sunday, August 5, 2018

Okay, let me start by saying I have NO PROOF it is on the rise, in general. But I guarantee it is on the rise with my inner circle of friends and family. What is it? and how do you stop or limit it? Spoofing is the masking of identity...

Sunday, July 29, 2018

I can not think of a single financial planning area riddled with more confusion and fear than the Social Security Claiming Strategy. John, should I take Social Security now at 62, or wait until 66 1/2, or 70? Financial planners often...

Thursday, July 26, 2018

With all the Financial info I have been putting out, it has been brought to my attention that many clients love the other less financial info that I read in my financial news daily. I wrote down 3 to share this month: -Heart Attacks...

Thursday, July 19, 2018

Yes, I'm always glad to hear from you, your friends, co-workers, family and extended family. So let's not let this dialogue and humor interfere with that, always call when you need to. This is about a call I get almost weekly, either...

Wednesday, June 6, 2018

The Sleep Number Adjustable Wealth Strategy? (Part I) Okay follow me me here gang. Financial planning takes on multiple variables. The biggest single obstacle I see clients and potential clients facing is confusion. Confusion about...

Friday, June 1, 2018

Only 13 States Tax Social Security Payments So who are the lucky Americans?

Monday, March 5, 2018

When I served in the Navy on a guided missile cruiser, I learned about ballast. It's a simple concept. When heading into rough seas, you flood some compartments of the ship to add tonage, or to weigh down the ship for stability. It...

Monday, February 12, 2018

Medicare-IRMAA: No not the Hurricane IRMA, (see the Extra “A”,) but rather Medicare Income Related Monthly Adjustment Amount. IRMAA is especially costly to those retiring after a big income year. It can make your initial...

Tuesday, February 6, 2018

"The stock market is the single greatest invention ever, for transferring wealth from impatient people, to patient people!" Warren Buffett "90% of this game is half mental." Yogi Berra

Monday, January 29, 2018

Tesla Founder Elon Musk announced the sale of Flamethrowers for $500. So if you cannot afford a Tesla or a SpaceX Rocket, you can still do business with Musk. PLEASE be careful lighting candles or cigars or your BBQ with it. Oh, they...