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OUR BLOG AND VIDEOS

 

Friday, August 5, 2022

Click this link to learn about Principal Protection

 

Friday, July 15, 2022

click this link to learn about the "Quad"

 

Thursday, July 7, 2022

Click this link to see, and meet Mike and Dan

 

Wednesday, June 15, 2022

Funding a TrustTrusts can be wonderful tools for control, avoidance of probate and creditor protection. The primary benefit of creating a revocable trust is that it provides a prearranged mechanism that will ensure the continued...

 

Monday, June 21, 2021

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan forincapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility —...

 

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Monday, May 17, 2021

JOLTS Report Paints Crazy Picture The Labor Department creates the Job Openings andLabor Turnover Survey – the JOLTS Report – whichtracks monthly changes in job openings as well as jobofferings and “quits...

 

Wednesday, April 28, 2021

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimatehow much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement...

 

Tuesday, April 13, 2021

(and How to Plan for Them) Retirement is a time for pursuing your passions, reaping the fruits of your life’s work, and making the most out of life. But there are many financial pressures facing those planning to retire in the...

 

Monday, March 29, 2021

Reducing your emotions can give you a better chance for investing success Money is always an emotional subject, but often when our emotions get involved with our investments we will make wrong decisions. And that can be a costly...

 

Monday, March 22, 2021

Your financial advisor can help you navigate the ever-changing IRS rules Taxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made through May 17,...

 

Thursday, March 18, 2021

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan forincapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility —...

 

Thursday, March 11, 2021

Watch the 10-year and oil because inflation eats away at retirement income The current job market landscape is a warning sign of how painful the U.S. economy is for many, as over 745,000 Americans filed for first time-unemployment...

 

Tuesday, March 2, 2021

You exercise to benefit from your sweat equity in the future, right? Waking up early in the dark mornings of winter toexercise comes hard. Once your workout ends, though,you often begin the day with the payoff of a tremendousenergy...

 

Tuesday, February 16, 2021

MARKETS ADD TO LAST WEEK’S HUGE GAINS AS MOST COMPANIES SURPASSEARNINGS EXPECTATIONS AND OIL CONTINUES TO MOVE UP • The week started off as a continuation of lastweek’s spectacular run, then lost steam for theremaining...

 

Monday, February 8, 2021

The IRS has announced that the federal income tax filing season for tax year 2020 returns begins onFriday, February 12, 2021. Although tax seasons frequently begin in late January, the additional time willallow the IRS to update its...

 

Tuesday, February 2, 2021

Is this the new Occupy Wall Street movement with a massive sling shot? Wall Street bets against companies all the time,thinking that they are overvalued, destined to fail, orboth. The reality is that at any given time, the bigcompanies...

 

Tuesday, January 26, 2021

The end of the year is when a lot of deadlines come up.So, as we head into the new year, now is a great time to make sure your financial planis still on track.And it’s wise to use a checklist to see where you are and what you...

 

Tuesday, January 19, 2021

Construction Spending Up Construction spending is viewed as a good indicator of theeconomy's momentum because both individuals,businesses and our governments generally only putmoney into construction when they are confident to...

 

Tuesday, January 5, 2021

Every woman needs to balance her financial past with her financial future Traditionally, women have been the caretakers of both theolder and younger generations of their families. Butproviding care for family members is...

 

Monday, December 28, 2020

The Fed’s “ZIRP” Might be Around Well Into 2023 If the economy continues to recover into 2021 and themajor U.S. stock markets continue to hit new recordhighs, interest rates will go up, right? Probably not. Inflation...

 

Monday, December 21, 2020

... And any Map is better than no map Over eight months ago, with haste and necessity,workers and organizations across the globe were throwninto “the great remote work experiment.” What was arguably an adequate short-term...

 

Monday, December 14, 2020

The DASH takes off even before its IPO debut, leaping an astonishing 85% It will be debated from Wall Street to Main Street andeverybody will have an opinion. Is DoorDash the nextFacebook, Twitter or Google? Or the next Pets...

 

Monday, December 7, 2020

Some people think they can wait until March to worryabout taxes. Wrong. The end of the year is a perfect timeto make some last-minute efforts to reduce your tax burden. It is said that giving is better than receiving. In the case of...

 

Monday, November 30, 2020

You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you...

 

Monday, November 23, 2020

Infectious diseases do not respect borders. An estimated 3 billion people in low-income countriesacross Africa, Asia and Latin America are likely to lackaccess to a COVID-19 vaccine for years after it becomesavailable. In poor nations,...

 

Monday, November 16, 2020

• It was another big week for U.S. stock markets,although the tech-laden NASDAQ did notparticipate in the jumps as much as the other U.S.equity markets • The small-cap Russell jumped 6.1% this week,which is on the heels of...

 

Monday, November 9, 2020

Get advice on the benefits of postponing until your full retirement age. Social Security is an asset that is taken for granted by many folks. If you are tempted to take Social Security early,when first eligible at age 62, think again:...

 

Monday, November 2, 2020

According to the National Association of Manufacturers, inthe United States manufacturing companies: • Account for 11.39% of the total output in the economy; • Employ 12.8 million employees with an averageannual compensation...

 

Monday, October 26, 2020

Monthly Housing Starts Leap Again The U.S. Census Bureau and the U.S. Department ofHousing and Urban Development compile new residentialconstruction statistics every month and separate the data byBuilding Permits, Housing Starts and...

 

Monday, October 19, 2020

Whether your estate plan is simple or complex, many details can get overlooked and may undermine your plan’s effectiveness. The following is a list of the most common estate planning mistakes to avoid: Titling property jointly...

 

Tuesday, October 13, 2020

While there is no one-size fits all, avoiding these mistakes is a good start A lot of 401(k) investors end up making the samemistakes when choosing their investments. Theresults are low returns and unbalanced portfolios.Avoiding these...