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What’s on our mind? You can read about it on our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.

 

Monday, August 27, 2018

I got to do a lot of cool stuff when I was working as a sportscaster. But the coolest thing I could have done was the thing I never got to do. I wanted to fly in a fighter jet. The Navy’s Blue Angels used to come to Punta Gorda,...

 

Monday, August 27, 2018

When I was growing up, we used to play football in the field across the street from our house. At the start of the game, the offense would huddle up, and we’d design plays, ”You, run this pattern. You, run that pattern...

 

Tuesday, July 31, 2018

I have a business card holder from Tiffany's. It's classy and elegant, and I never use it. I have zero need for a business card holder. I keep it because it was a gift. An older man, John, of blessed memory, gave it to me years ago....

 

Friday, July 20, 2018

Education is a series of building blocks. You learn how to add and subtract before you learn how to multiply and divide. However, when it comes to money and building wealth, there are IMPORTANT steps that are overlooked or ignored. The...

 

Tuesday, June 26, 2018

A recent Wall Street Journal analysis found the generation of Americans that are just reaching retirement today age is in worse financial shape than the previous generation. The Journal estimates more than 40% of Americans aged 55-70...

 

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Friday, June 15, 2018

If you are like most people, you don't spend much time thinking about your company benefits. That is, until you need to use them. At that point most employees usually find out their "great benefits package" has holes in it. Many...

 

Thursday, June 7, 2018

I got a direct mail advertisement from one of the new robo-advisory platforms. "Take the guesswork out of retirement!" It screamed. That's awesome, I thought. So much of the future is uncertain, do these guys know something we don't?...

 

Thursday, June 7, 2018

It's that time. Parents look at their children and realize everything is about to change. Soon, your child will head off to college as teenager, and return as an adult. And for the teens about to embark on this quest, you are likely to...

 

Tuesday, May 22, 2018

My son was elected to speak at his high school graduation ceremony this year. I gave him one piece of advice—don’t offer any advice! I told him, “You’re not even 18 years old yet. You don’t have anything...

 

Friday, May 4, 2018

My mission is to make families more financially secure today and help them move toward financial independence. By financial security I mean, if something goes wrong, the family is going to be okay. By financial independence I mean,...

 

Friday, May 4, 2018

I was in Philadelphia recently for a family event. We walked through a historic part of town on our way from Jim's Steaks to the Liberty Bell. There was a sign next to an old building that caught my attention, "THE PHILADELPHIA...

 

Thursday, April 26, 2018

Thinking of Paul McCartney's song, "When I'm 64" seems laughable. I mean, 64 is when the party is just getting started for most of us!! Retirement is coming soon, the ability to enjoy the money you have worked for through the years,...

 

Tuesday, April 24, 2018

The joke goes like this. If your name is on your shirt, you're low class. If your name is onyour cubicle, you're middle class. If your name is on the building you're upper class. It's not exactly the same when talking about mutual fund...

 

Tuesday, April 24, 2018

My friend and coach Chalmers Brothers asks a question—maybe you've heard a version of it before. "When does a fish know he was born in water and lives in water? When you take him out." Chalmers uses that question to introduce the...

 

Friday, April 6, 2018

25 or 6 to 4 Chicago is a band fave of mine. I've met them twice over the years backstage at concerts in Florida. Their song title is a little confusing, but in our advisor world, just 2 numbers can encompass all there is. What are...

 

Thursday, April 5, 2018

One of the aspects of what I enjoy about being a financial planner is reviewing my client’s whole financial picture. Do you know a part of the review checklist is whether you have a will in place or not? I am not an attorney but...

 

Thursday, April 5, 2018

I have this weird superpower. I can read your palm and tell you what your auto insurance coverage is. I can show you how to do it. Look at your right palm. Do you see the lines on there? How they make an angle? That means you probably...

 

Tuesday, March 27, 2018

Chess is a game of strategy. Each piece possesses different potential. When you see new people playing chess they typically use their strongest piece, the Queen, to maximize its ability. However, as a player becomes more skilled they...

 

Monday, March 26, 2018

I hear far too often from Millennials that they don't "need" disability insurance because nothing is going to happen to them. -"I'm in great shape and I don't go to the doctor...I don't need disability insurance" -"Nothing like that...

 

Friday, March 23, 2018

Did you know that total student loan debt in the United States is more than $1.5 trillion dollars*. $1,500,000,000,000. That is nearly double the amount of Credit Card debt that is owed in the US. This debt is a massive albatross that...

 

Friday, March 23, 2018

Put Your Mask On First You stroll down the aisle of the plane, find your seat and settle in as you start to happily anticipate the vacation you are about to embark on. The flight attendant begins, “should we experience any...

 

Wednesday, March 21, 2018

Life events can spin you upside down and inside out. As women, we have come so far in breaking down gender differences, except when it comes to money. The reality is this is still a "man's frontier". 86% of the advisors are men, yet...

 

Monday, October 9, 2017

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...