Tag: wealthadvisor

What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

Friday Focus – All About Real Estate

Friday Focus – All About Real Estate: Reverse Mortgage with...

Friday Focus – All About Real Estate

Friday Focus – All About Real Estate: Reverse Mortgage with...

Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Lazy Money

Success is defined in many ways, but I would say for someone...

Lazy Money

Success is defined in many ways, but I would say for someone...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

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...