Lessons Learned from Dramatic Life Changes

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...
Beneficiary Basics That You Need to Know

Beneficiary Basics That You Need to Know

The last time you set up a new account like an IRA or 401(k) you were asked to choose a beneficiary. You were most likely given a couple of standard options and you checked a box or two. Did you really know what you were doing and what that could mean for your money...
Traps to Avoid When Buying a Car

Traps to Avoid When Buying a Car

Loading… Download this infographic.Embed Our Infographic On Your Site!Image Width%px<img src="https://create.piktochart.com/output/22882736-traps-to-avoid-when-buying-a-car" alt="Traps to Avoid When Buying a Car - An Infographic from Doing...
Being a Millionaire Is Not What It Used to Be

Being a Millionaire Is Not What It Used to Be

Most of us at one time or the other have thought about being a millionaire. I remember decades ago being asked by a reporter if someone could retire comfortably on one million dollars. Back then I said it depends. I still say the same thing. It is estimated that 5-6%...