The Perils of Do-It-Yourself IRA Transactions
I hope your summer months wrapped up well. For many of you, kids are now back in school and a…
Blogs
Articles and Updates
Financial Planning – Outside the Lines
Are you tired of taking sides? Tired of having to choose one over another? Simply tired of making so many…
A Counterintuitive Freedom
I hope you are having a good summer. I always enjoy the 4th of July holiday. I anticipate good food,…
When Things Don’t Go as Planned
Ever had a plan not go as expected? Yeah, me too. In fact, my family and I are living this…
Finding a Financial Mentor
I was challenged this morning by a pastor and friend who spoke to a group of fathers. The question initially…
Living a “Just In Case” Retirement
Very recently a couple of us from the office attended a retirement income planning seminar. The seminar was titled, “Don’t…