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What Does Investing Actually Mean?
2018-02-13 12:57
What does investing actually mean? When you hand money over to a broker, bank, or advisor, and they say we want to "diversify your portfolio" what actually happens to your hard earned capita… Read More
Types Of Retirement Accounts
2018-02-05 15:03
SEP. IRA. HSA. 401K. 403B. How much should you put into your company 401k? How much money can you afford to put into an HSA? What is the difference between a Roth and a Traditional IRA? What… Read More
Traditional IRA Vs. Roth IRA
2018-01-08 15:09
An important question I always get asked is “Which retirement account should I open?” Let’s talk about the differences between a Traditional IRA or a Roth IRA first and for… Read More
Claiming Social Security Benefits
2017-12-11 15:19
One of the biggest decisions retirees have to make is, deciding when and how to claim Social Security benefits. Despite changes to two rules that took effect in 2016, there are still opportu… Read More
How Does Interest Work?
2017-12-04 15:01
One of the most common questions I get asked in my profession is “How does interest work”? To understand how they work, we’re going to break down each area of loans.First l… Read More
Setting A Budget For Life Insurance
2017-11-27 15:01
Let me start out by saying, I know it may not be exciting budgeting for Life Insurance, like it is for a vacation, or fitting in a new car payment, but it’s much more important. Many p… Read More

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