Six Investments for Seniors in 2023
The recent bank closures have triggered both confusion and fear. We want you to understand the situation and safely plan when and how to move forward if your accounts need any changes. (To learn more about the current news, Read "Bank [...]
March 2023: The Effect of High Interest Rates and Diversification on Investors
Most of us are familiar with this saying: Don't put all your eggs in one basket. Diversification is important, to be sure, but it's also a concept many folks don't truly understand. Often, retirees think if they put their money [...]
February 2023: Which Financial Instruments are BEST?
Financial planners often get asked, "What is the best financial product?" One way to answer that is with a very familiar example. Let's say a retiree is looking to buy the best car for a spouse. A car salesperson might [...]
MaxAMAZING Your Retirement
Get the answers you need to MaxAMAZE Your Retirement™, including: Who you are and what in Life matters the most to you How to make your retirement as amazing as it can be by realizing your Life Goals, Hopes and Dreams [...]
January 2023: Resolution Resolve
New Years Resolutions: Why We Fail and Steps to Succeed Yes, New Year's Resolutions can be marked as fluff or folly, but for those of us intent on change this old method can prove valuable. Stats show that six months [...]
December 2022: Tax Planning Versus Tax Preparation
No one wants to pay more taxes than they need to. What many don't understand is that when it’s time to sit down with a tax preparer to file all they can do is report the tax facts. In some instances, [...]
