5 Ways to Protect Your Federal Tax Refund

Just about everything we do can now be done online. As online banking and financial management become more and more common it's important for individuals to protect themselves properly. Identity thieves are continually learning new phishing schemes to get your...

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How to Keep Your Sanity During the Next Market Drop

How is your portfolio doing? If you are like most, you have seen some nice gains since the last bottom which was back in March 2009. You might be thinking that this can’t go on forever...and you are right. We are now in the second-longest bull market expansion that we...

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Retirement Planning by the Decades

20s These years are all about preparation and laying a foundation. You should be working to build a cash reserve and saving as much as you can. Create a debt payment plan. Sign up for your company’s 401(k) or save into an IRA. Invest for growth. 30s Maintain the cash...

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Lessons Learned from Dramatic Life Changes

Do you have what it takes to make a change? I am talking a big, huge, life-altering change. A friend, who is not a client of mine, made such a change and I want to share some of his learnings. Jim was making it happen. He had a beautiful wife, three great kids, and...

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