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social security myths vs facts

Social Security Myths

Posted on September 6, 2019 · Posted in Blogs, News

Let’s debunk the top 5 Social Security myths As a public insurance program, Social Security is a complex system. With… read more


Solo 401(k) – A Great Idea for the Self-Employed

Posted on August 21, 2019 · Posted in Blogs, Financial Planning, Retirement Planning

Learn how a solo 401(k) is great idea for the Self-Employed If you are self-employed and meet certain requirements, you… read more

A TOD Account Can Help Avoid Probate

Posted on August 15, 2019 · Posted in Blogs, Financial Planning

Setting up a TOD account can help avoid probate and consequently be a viable quick fix when a trust hasn’t… read more

Interest rates have dipped to a 3-year low

Interest Rates Have Dipped To A 3-Year Low

Posted on August 7, 2019 · Posted in Blogs

With the recent drop in interest rates, many have considered to refinance their mortgage. We wanted to share some key points to consider when considering a refinance.

2nd Quarter 2019

Posted on July 11, 2019 · Posted in Newsletters

TIMING ISN’T EVERYTHING In our recent discussions, some have asked whether it is time to “take some money off the… read more

1st Quarter 2019

Posted on April 25, 2019 · Posted in Newsletters

“Education to take your trading to the next level.  Only at TDAmeritrade.” – TV Commercial “Gut check and keep your… read more

4th Quarter 2018

Posted on March 8, 2019 · Posted in Newsletters

“…like it’s 1999” – Prince, September 24, 1982 With 2018 in the books, we reflect on a period of extended… read more


Resolutions For 2019

Posted on January 7, 2019 · Posted in Blogs

Start with the Basics Make sure you start with the basics when creating your resolutions for 2019. Create a Budget… read more

Understanding the stock market

3rd Quarter 2018

Posted on November 7, 2018 · Posted in Newsletters

“Although it’s easy to forget sometimes, a share [of stock] is not a lottery ticket… it’s part-ownership of a business…”… read more

Fiduciary Rule

2nd Quarter 2018

Posted on August 17, 2018 · Posted in Newsletters

Follow the money – All the President’s Men, 1974 The quote above was attributed to Mark Felt, former associate director… read more

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