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Don't Interrupt Compounding

Don't Interrupt Your Compounding

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June 29, 2020
JOURNAL & TOPICS Journal & Topics Media Group | Serving…
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Life Insurance

Stop Kowtowing To Your Banker

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June 29, 2020
The Daily Herald Business Ledger BANKING AND FINANCE: published…
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SECURE ACT

The “Not So Secure” SECURE Act

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June 29, 2020
JOURNAL & TOPICS Journal & Topics Media Group | Serving…
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Open Your Financial Kimono

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June 26, 2020
Journal & Topics Journal & Topics Media Group | Serving…
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Opinion: Stocks will revisit their coronavirus crash low, and here’s when to expect it

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April 12, 2020
U.S. market history points to a final bottom in August "Is…
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MARY: PLUGGED A $75,000 WEALTH LEAK AND IMPROVED RETIREMENT INCOME BY 35%

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December 27, 2018
Mary was shopping around for someone who could help her navigate the best outcomes for reliable retirement income. She found peace of mind going through the 4-Step Process, especially Steps 1 and 2: Discover and Understand.
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COLLEGE FUNDING STORY: $11K ANNUAL MISTAKE

December 27, 2018
I recently heard a horror story of a family who attended a meeting at a local high school to complete their FAFSA. The person conducting the meeting knew how to complete a FAFSA but DID NOT know anything about the family and their finances. Flying blind, this family was unaware they could have lowered their expected family contribution (EFC) – and they made an $11,000+ annual mistake. You can learn ways to combat the current WAR for your wallet.
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THE PERRY FAMILY REDUCED COLLEGE COSTS & IMPROVED RETIREMENT

December 27, 2018
When The Perry's first came to see us, they were resigned to the large looming expense of college for their two students. They were very frustrated – almost angry at how expensive college had become. They did not feel prepared and did not believe they would qualify for financial aid.
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GREG AND HEATHER: GOT PRESENT TO THEIR REAL MONEY SITUATION

December 27, 2018
Greg and Heather married about a year after college, both were making decent incomes and had two children who would be going off to college someday.
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