Blog
January 2021: Secrets of a Wealth Creator
Secrets of a Wealth Creator: How to Buy, Borrow, and Pay SmarterLet’s face it, we all buy things and we will need to buy things our entire life. It’s not necessarily what we buy, but rather the way we choose to pay for them...
Read MoreDecember 2020: Solution for Covid-19 Economic Impact
Solution for Covid-19 Economic Impact:The Wealth Advantage 2.0I was recently featured on a number of websites, including yahoo!money, after announcing a solution to the COVID-19 economic impact. I announced my six-phase program...
Read MoreOctober 2020: Big News!
I HAVE ACHIEVED MY RICP DESIGNATIONHaving helped hundreds retire comfortably and securely over the past 30 years, I took another step forward as an industry professional and to provide even more help to my clients.I am very proud of...
Read MoreMay 2020: How to Protect and Grow Your Money
Come on (Face it)…It’s time to Rethink your Financial “plan”So, your 401k account value is down. You are not sure if you should be making extra payments on your mortgage. You just can’t seem to get rid of...
Read More2020 April: Your Money, Your Future and the Virus
Your Money, Your Future, and the Virus – 5 Action Steps to TakeThis month I wanted to address the huge issues that have and will impact our financial futures created by COVID-19. The discussion is not pretty but the opportunities...
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February 2020: Best Social Security Start Age
Best Social Security Start AgeThe benefit amount you will receive from Social Security will be based on your work and earnings history as well as the age at which you start your benefits. For example, assume that an individual born in...
Read MoreJanuary 2020: Safe Withdrawal Rate and Taxes
Safe Withdrawal Rate and TaxesWhen participants start contributing to their 401(k)s, future taxes are generally of little concern. But as retirement approaches it becomes more apparent that taxes might present a significant problem,...
Read MoreDecember 2019: 401K - Do It Yourself Retirement
401k - Do It Yourself RetirementIt’s not that 401(k) plans are necessarily bad, it is just important to understand that if you are counting on them to provide you with a reliable, consistent, lifelong retirement income you are...
Read MoreNovember 2019: Being Tax Wise
BEING TAX WISEPaying taxes is never fun. But once you stop working taxes can reduce what’s left to spend enjoying your retirement. Fortunately, there are some perfectly legal options that might allow you to put more of your...
Read MoreOctober 2019: Planning Your Future Well-Being
Planning Your Future Well-BeingThe briskness of Autumn is in the air. It is a time of change as the leaves from the trees are turning beautiful shades of gold, orange and red. Summer activities may be replaced with watching or playing...
Read MoreSeptember 2019: Month of the Sapphire
September - Month of the SapphireYou are most likely aware that the sapphire is commonly known as September's birthstone. It symbolizes truth, sincerity, and constancy. It is a member of the Corundum (aluminum oxide) family. Although...
Read MoreAugust 2019: Status Update on the Economy
Status Update on the Economy: August 2019As summer winds down and children head back to school, we hope you enjoyed a beautiful time of the year for travel and relaxation with family and friends.Enjoy some of my favorite vacation...
Read MoreJuly 2019: Simple Summer Pleasures… and Your Money
Simple Summer Pleasures… and Your MoneyChange is inevitable. Take ice cream and frozen treats, for example. As far back as 400 BC in the Middle East, ice was transported from the mountain tops and kept cold in yakhchals,...
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