Beating Inflation Requires Being Proactive

Concerns about inflation are all over the headlines. Yes, wages have started climbing, but not as fast as inflation. There is also talk that interest rates may increase. So you…

Teamwork Makes the Dream Work

During my soccer coaching career at a local high school, I always looked forward to the beginning of a new season – the excitement of evaluating each player’s talent and…

How to Financially Recover from The Pandemic

The Pandemic has affected everyone whether it be emotionally, physically and/or financially. For some, the financial impact has been significant. As the world starts to open back up and many…

When there is a will, there is a way to protect your loved ones

There is much to plan for in life — college, your wedding, your first child, retirement, life insurance — and with more than enough to keep you busy, it is…

Success Starts with Changing Your Perspective

To improve is to change; to be perfect is to change often – Winston Churchill Success is defined differently for everyone. You may measure success as achieving certain career or…

Cash is King – how to accumulate cash reserves with ease

We have all heard how important it is to have cash reserves. However, a recent survey by Bankrate showed that 63% of Americans could not pay a $500 unexpected expense…

The Longevity Retirement Plan

I recently saw a documentary about The Blue Zones, based on research from Dan Buettner1, who uncovered the secret to living to 100. His longevity study discovered five places around…

What makes a good financial planner?

A recent study by Emoney found that out of 104 million households who want financial advice, 88 million want advice from a financial planner. In that same study, two-thirds of…

How a Bucket Strategy Can Give You Peace of Mind

With increasing inflation and interest rates and a war in Ukraine, there is a lot of stress investing in today’s bear market and it can be difficult to navigate.  One…

Winning the Happiness Lottery

There have been many studies regarding what makes people happy. You might think that the more money people have, the happier they are. Well according to a 2014 WIN/Gallup poll…

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