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Tuesday, September 10, 2019

In my previous newsletters I have been sharing my journey as a Financial Advisor. Here’s the link if you haven’t had a chance to read them. I first told you about my new year’s resolution and why it was important to...

Tuesday, March 26, 2019

Last month I told you how my childhood shaped my career, and how I had to eliminate many risks in my life. As I mentioned, that does not mean I do not take risks at all. I do! The biggest risk of my life was to leave my job at...

Friday, March 1, 2019

New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your...

Tuesday, February 26, 2019

I grew up in a middle-class family. Both my parents worked so it would have been very difficult for them to have more than one child as my mom would have to quit her job, and that would have hurt the finances. Our family’s budget...

Monday, February 4, 2019

Couple months ago I met a gentleman at one of my Social Security seminars. Like the other attendees he was trying to figure out the best strategy to claim benefits for himself and his wife. Let’s call them John and Mary. After...

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Thursday, January 24, 2019

Many people around the world set New Year’s resolutions. The most common are to eat healthier, get more exercise and save more money. I have a new year’s resolution as well: to share more of who I am and why I do what I do....

Friday, December 21, 2018

The Marathon Economic Expansion Is Slowing Marathons are often used as an analogy for investing, and for 2018, it’s more than appropriate. We are currently in the second-longest economic expansion in history—the longest if...

Wednesday, June 13, 2018

As consumers get more knowledgeable and more conscious about their every day choices, it has an impact on their buying behavior. I read the book Soul of the Money by Lynne Twist many years ago. It is about the basic concept of spending...