Many times when I visit a client, the concepts of “becoming an owner and not a loaner”, being able to…
Albert Einstein was a very smart man. One of the things that he left us with was a banking rule…
Did you know that McDonald’s and WalMart have the highest employment rate of elderly people? I know you’ve seen them:…
April 15th is quickly approaching. Many people are panicking to assure they get their taxes done before being penalized by the…
An IRA is an Individual Retirement Account. It is an investment fund designed to provide you with income during your…
Have you ever read your Social Security statement? Most of my clients say, “No”. Many people simply get it in the…
As people lose their jobs, transition to new careers, retire or keep their money in a bank savings/CDs etc., they are often left…
Recently I met with a client who wanted me to help with her life insurance and investment plan. She wasn’t quite sure…
Between 1946 and 1964, there were 76 million children born, which was an average of more than 4 millionaire births…
The nation is on pins and needles trying to figure out exactly what “going over the fiscal cliff” means for…
Debt is killing us! According to CNNMoney, “The average American family carries $8,000 to $10,000 in credit card debt,” (April…
I took on this writing assignment, not to color the page with a bunch of financial mumbo-jumbo but to offer…
Question: Is your family important to you? If your answer is “YES”, do you have life insurance? If your answer…
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