Blog

Committed to helping you find the best solutions to reach the financial goals in your life.

Life’s Jigsaw Puzzle

Life’s Jigsaw Puzzle

As we move along in our lives, there are essentially three things that can happen to most of us that can have considerable impact on our financial well-being. Dying Too Soon: A plan to guarantee your family is financially secure. Outliving Retirement Savings: A plan...

read more
IRA and 401k Rollovers are Often Confusing

IRA and 401k Rollovers are Often Confusing

For most people this is their retirement NESTEGG, the result of 20-40 years of hard work! It is EXTREMELY important to make sure the retirement money you cannot afford to lose, is put in a safe place and not stuck on the stock market rollercoaster. It is important to...

read more
Uncle Sam Is Always There

Uncle Sam Is Always There

How do you feel knowing that when you need YOUR money the MOST (in your 60s, 70s and 80s), Uncle Sam will be there to collect HIS retirement money! Chances are, the percentage he takes in taxes will be HIGHER. Here are some issues you may face if your retirement is...

read more