Veteran Benefits to Help Pay for Long Term Care My grandfather was my hero. He served as an officer in the Navy for 30 years, serving during three wars. Yet,…

LTC Options: Choose any Option, But Choose While I was growing up, my grandfather became, and continues to be, one of the greatest role models of my life. After my…

COVID-19 Wake Up Call The world will be forever changed by the COVID-19 crisis. Any crisis can highlight glaring cracks in a financial plan, but COVID-19 was not just any…

It is better to give! It can be true; it is better to give than to receive. However, many Americans could be experiencing less joy when giving this year. After…

What to ask a Financial Advisor Finding the right advisor can be more intense than a trip to the dentist. If you are currently with a financial advisor or searching…

The Fable of Two Retirees I want to introduce you to two retirees. First, I want to introduce you to “Ann”. Ann is 60 years old, has $500,000 saved and…

RMDs: Be prepared If you are hearing that Required Minimum Distributions (RMDs) are not a big deal, I want to share with you  some hard truths about RMDs . RMDs…

A Man Is Not a Financial Plan Neither is a woman a good financial plan. We must never depend on someone else for our retirement. Remember, you must at least…

An Evergreen Wedding Gift If you’re a parent, you may not even have to leave the hospital before you think to yourself: Who will ever love this baby as much…

The Last Financial Advisor Why should you hire a younger advisor?  I want to share with you the 4 reasons why I think you should select a younger advisor to…

How to Spend Your Money in Retirement If they taught Wealth 101 and Investing 201 in school, I must have been on my way to the beach – skipping class.…