Featured Blogs
Power of Attorney – The Most Important Document
Why do you need a power of attorney? Let’s imagine that you have the choice of investing in two different accounts, one will turn your $50,000 into $100,000 in two…
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First Friday: All About Real Estate
Today we’re talking all about real estate. If you Google real estate right now you may find all kinds of things about the current housing market, how crazy it is,…
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Green Money: The Best Kept Secret In The Financial World
This week we are continuing our talk about investing safely with green money. As we continue to look at the different colors of money, this week we’ll cover green money,…
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Stock Market Investments: Red Money
This week we are continuing our talk about different stock market investments as we talk about red money, stocks, bonds, mutual funds, ETFs, and more. When I was a…
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Investment Vehicles – What Is Yellow Money?
This week we’re talking about different investment vehicles. Part of that will be discussing the Colors of Money strategy what yellow money is. My son Asa is really into…
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401K Rollover Options
Our topic today is 401K rollover options. Recently, I’ve had quite a few people ask me, “How can I roll my 401K?” “Should I roll my 401K?” “When can I…
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Health Insurance Options
Welcome to our First Friday event where we’ll be talking about Health Insurance Options with Jim Crump of US Health Advisors. Oftentimes, there can be so many different health insurance…
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Shifting Into Retirement
Investment positioning can greatly affect cash flow management (aka income), especially for someone who’s getting close to or in retirement. As people get closer to retirement they don’t want to…
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