Missions

Annual To-Do List

As yourself, what financial, business, or life priorities do you need to address for the coming year?

Briefings - The Economy

Monthly Economic Update – January 2023

After two solid months of gains, investor sentiment took a u-turn in December. Stocks opened the month lower on new data pointing to economic strength and the loosening of Covid…

Briefings - Markets

China’s Economic Problems

While U.S. investors are coping with bear market returns, Chinese stock investors experienced a fire sale.

Retirement

The Greatest Investment for Retirement

A fundamental principle of financial planning is to make sure we keep enough money generated by our career asset, to eventually support retirement.

Insurance

Don’t Let the State Determine Your Beneficiary

If no legally valid estate documents exist, then the deceased party dies intestate, and the state determines the destiny for the assets.

Taxes

Really, Another SECURE ACT?

In the nick of time, congress passes tax laws for 2023 in the final hours of 2022 rendering your tax accountant useless.

College Planning

Sigh of Relief for Student Loans?

Recently, we have seen some relief come for those with mounting student loans from the Biden administration, and here are some of the details.

Estate Planning

Don’t Let the State Determine Your Beneficiary

If no legally valid estate documents exist, then the deceased party dies intestate, and the state determines the destiny for the assets.

Elder Care Planning

Watching Over the Elderly

There have been reports that financial elder abuse is on the rise, costing elderly Americans last year an estimated $36 billion.

Investing

Trends to Watch for in 2023

The ‘science’ of economics exists in order to make the predictions of gypsy fortunetellers look reputable. The only truth is what is experienced.

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

Annual To-Do List

As yourself, what financial, business, or life priorities do you need to address for the coming year?