Tag: insurance

February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment Below are some of the...

February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment Below are some of the...

Do I Need An Advisor?

Maybe you have handled all your finances up until now. You saved...

Do I Need An Advisor?

Maybe you have handled all your finances up until now. You saved...

Long Term Care Awareness

Did you know that November is National Hunger Awareness Month, National Vegan...

Long Term Care Awareness

Did you know that November is National Hunger Awareness Month, National Vegan...

New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

Estate Tax Changes and Beneficiary Mistakes

Estate Tax Changes and Beneficiary Mistakes: Before I get into talking about...

Estate Tax Changes and Beneficiary Mistakes

Estate Tax Changes and Beneficiary Mistakes: Before I get into talking about...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Does Indexing Work?

Does Indexing Work? Using an indexing strategy the right way is similar...

Does Indexing Work?

Does Indexing Work? Using an indexing strategy the right way is similar...

Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Should I Sell?

I was just on a phone call this week reviewing a client’s...

Should I Sell?

I was just on a phone call this week reviewing a client’s...

Beware of Bonds

There are different methods to invest using bonds, and many think this...

Beware of Bonds

There are different methods to invest using bonds, and many think this...

The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Election and The Market

Let’s talk about the election and the market. As you know, the...

The Election and The Market

Let’s talk about the election and the market. As you know, the...