Wealth Management & Finance Blog
Making College Affordable
If you have a junior or senior in high school, then you know it is…
4th Quarter 2018 Market Commentary
The Long and Short of It: – The economy is strong, however, bad breadth and…
Annuities – Good Investment or Rip off?
Perhaps you’ve spoken to a friend at some point who sang the praises of…
ABC’s of Medicare
1st Thing to Know – Parts vs. Plans You are standing behind someone in line…
Small Business Retirement Plans
A lot of entrepreneurs and small business owners are focused on growing their business (as…
Financial Freedom Planning is the new Retirement Planning
Freedom Planning Mindset Do you remember how it felt to look at the world and…
2nd Quarter 2018 Market Commentary
The Long and Short of It: Increased volatility is causing extreme pessimism, which may be…
June 2018: MONEY CENT$ CAMP 2018 AT DISCOVERY CHURCH
If you are a student and want to attend this camp, have your parents give…
Tax Cuts and Jobs Act
AKA: “Just give me the low-down” As you have heard by now, Congress passed a…



