Is a recession coming… or is one already here?
Life Comes At You Fast!
As life changes, we need to re-evaluate our finances. It is a part of life moving so quickly.
The Power of Simplicity
Many times, people hear about new and exciting strategies and think these new strategies are their ticket to financial success. However, many times taking simple steps can lead to just as much success and be much more sustainable in the long term.
Vacant House: What you see isn’t the whole story
What you see on the outside doesn’t explain all the behind-the-scenes work going on…this includes all the financial prep behind living a good life.
Murphy is feeling better!
Insurance is something that many people don’t like to talk about. Whether it’s pet insurance, life insurance, health insurance, or any other type of insurance, it’s a topic that people don’t find very exciting. Most people don’t enjoy paying their insurance premiums every month, or every year.
A Very Merry Unbirthday, To You. And Me.
59 ½ is a big age for retirement savers. Once reaching 59 ½, participants in qualified retirement accounts (401k, IRAs, etc.) may withdrawal funds penalty-free.
Summer Vacation
Planning a trip or vacation actually has a lot of parallels to building a financial plan.
How much ____?
As a financial firm, we work with “how much” questions all the time. As a team with life insurance expertise, one ‘how much question’ we hear quite often is, “How much life insurance coverage does my family need?”
And So It Begins
The first week at a new job… in the middle of a pandemic! And, I wouldn’t want it any other way. Yes, I had doubts and fears… but I also had the thrill of knowing I was doing something to better my future for myself and my wife.
Have Your Cake… and Eat It, Too.
“I wish I had some kind of ‘guard rails’ that would keep me on my diet track. An automated system that took the cake away before I ever even saw it. Will Power that didn’t rely on my own ‘will’. I don’t have them for my diet, but I do for saving money.”