• Build Your Diversified Income Plan

    Build Your Diversified Income Plan

    Having a strategy to generate income you can’t outlive can give you peace of mind.  To help defend your future against inflation, market ups and downs, unexpected expenses, and longevity, I encourage you to build a diversified income plan.

  • Don't Fly Blind

    Don’t Fly Blind

    For that reason, don't fly blind whenever unexpected weather comes your way! If any of these eight events ever happen in life, don’t make the mistake of proceeding without a plan.

  • Four Retirement Concerns

    Four Retirement Concerns

    When it comes to retirement, there are many things to look forward to.  There are also things to take precautions against. Here are four retirement concerns many people often have.

  • Podcast 12 How to avoid flirting with financial disaster

    Flirting With Financial Disaster

    On this episode of the How Money Works Podcast, we talk about some of the areas of your financial life where you might be flirting with disaster and how you can fix it.

  • Ramifications of Coronavirus to Your Portfolio

    Impact of Covid-19 on Your Portfolio

    It’s probably safe to say most investors are very aware of the recent downturn in financial markets.  In addition, you probably want to understand the impact of Covid-19 on your portfolio.  To be perfectly honest, I’d love to give you a specific, realistic, and quantifiable answer. 

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Material discussed is meant for general/informational purposes only and it is not to be construed as tax, legal, or investment advice.  Although the information has been gathered from sources believed to  be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss.