Countdown to Retirement...At Retirement

Congratulations! After years of hard work, you've made it to retirement! Here are some things to consider to help keep your retirement running smoothly.

Countdown to Retirement...1 Year

You've almost made it! The finish line is clearly within sight! As your excitement grows surrounding your upcoming retirement, make sure you've reviewed these "to do" items to help you stay on track to reach your retirement goals! 

Countdown to Retirement...5 Years or More

There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead of time. Here are some items to consider to help you stay on track for the retirement you envision.

How to Pick Stocks and Bonds to Invest In!

In this video, I share part of the process I use to pick stocks, companies, and industries to invest in. You will learn how I identify changes in our post-COVID world and ways to help you discover and invest in the companies that are changing our world. Technology is leading the way to the new ways we will educate and do business in the coming weeks, months and years. Finding leaders in the

Why Passive Investing Scares Me...Especially Now

Fact: 50% of every invested dollar today is placed in index funds and exchange-traded funds (ETFs)

Gaining the Upper Hand on Debt

Let’s play a game of word association. What comes to mind when you hear the word debt? Anxiety? Worry? Concern? If you blurted out any of these responses, you’re not alone. One thing most Americans have in common is that they carry some form of debt.

Build More Wealth

It's no surprise that money is the biggest source of stress for Americans. In fact, a survey by the American Institute of CPAs found that more than half of Americans with debt say that it's negatively impacted their lives. If you want to take control of your finances, here are five easy tasks that can help get you moving toward financial health and growth.

How Much is Enough?

"How much is enough?”

Realtors: It's Tax Time!! Tax strategy that will save you $$$$!!

It’s so common. I always ask the question to our prospects who are realtors, ‘”How do you receive your commissions?” Most come back to me with a simple , “I receive them in my checking account.” And most pay ordinary income tax on their earnings.

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