Dream Retirement Column
The Retirement Shift
As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage your…
Read MoreTax Talk – The Secure Act 2.0
Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…
Read MoreJim Kackley’s DREAM Story
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
Read MoreThe Greatest Gift of Christmas
Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…
Read MoreThe Health Insurance Tax Penalty or Refund?
The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You…
Read MoreGold and Silver
Gold and Silver: Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we turn our focus to Gold…
Read MoreInflation Protection and Wealth Insurance
Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…
Read MoreA number of things to do and 1 thing to NOT do
A number of things to do and 1 thing to NOT do 2022 has been a year of volatility. It seems like every month just a little bit crazier! With…
Read MoreGreen Money: Finance’s Hidden Gem
Green Money: The Best Kept Secret In The Financial World Let’s take a look back at a subject that is worth being mindful of, and that is the various colors…
Read MoreInvestment Vehicles – What Is Yellow Money?
Investment Vehicles – What Is Yellow Money? For the Video version of the following post – Click HERE. This week we’re talking about different investment vehicles. Part of that will…
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