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MVPLwrc
Feb 20, 20243 min read
Economic Uncertainty is A Thing: The Importance of Diversifying with Recession-Resistant Assets
Diversification, a fundamental principle of sound investment strategy, becomes especially crucial during times of economic uncertainty.
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MVPLwrc
Jan 30, 20243 min read
Navigating Economic Challenges: Employers Trim Benefits to Manage Costs
In the face of economic challenges, many employers cut costs by eliminating certain employee benefits.
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MVPLwrc
Jan 23, 20243 min read
A Perspective: How Remote Work Impacting Other Sectors & the Future of Certain Banks
The shift to working remotely has an effect on the economy.
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MVPLwrc
Sep 12, 20233 min read
Funding Non-Qualified Deferred Compensation Plans
Funding Non-Qualified Deferred Compensation Plans with Life Insurance
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MVPLwrc
Jul 11, 20234 min read
Unlocking Financial Success:
Your future success through partnering with Stronghold Wealth Partners
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MVPLwrc
Jun 27, 20232 min read
Change Your Personal Finance, Change Your Life
Valuable Personal Finance Lesson
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MVPLwrc
Jun 20, 20232 min read
Hedge Your Bets with Your 401(k)
What Some People Are Doing With Their 401(k)s During the Debt Ceiling Challenges During the recent debt ceiling challenges, some people...
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MVPLwrc
Jun 13, 20233 min read
Gold vs. Stocks?
Difference between investing in Gold vs. Stocks
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MVPLwrc
Jan 3, 20233 min read
A New Year ...
New Resolutions? This is my personal journal entry for 2023. I am blessed. I get to live part of my time in a beautiful and quaint little...
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MVPLwrc
Dec 7, 20223 min read
Is The Green New Deal Going to Affect Your Retirement?
What the New Regulation Issued by the Biden Administration Means Recently I read an article that discussed how investment fiduciaries –...
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MVPLwrc
Nov 15, 20223 min read
Shopping for Life Insurance? What is the Purpose of Having Supplemental Term Built into the Design?
One of the biggest regrets my parents had was that they never invested in life insurance. When my dad became ill and his treatment...
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MVPLwrc
Oct 21, 20223 min read
Will You Be Claiming Social Security Soon?
Approximately nine out of ten people aged 65 or older are claiming Social Security benefits as of June of 2022. For the elderly...
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MVPLwrc
Oct 3, 20222 min read
Ending Financial Illiteracy
Only 3% of people in this country actually have a written financial plan per SOFA, The Society for Financial Awareness. Most people are...
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MVPLwrc
Sep 26, 20222 min read
Inflation and Seniors
How does inflation effect those on a fixed income?
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MVPLwrc
Aug 30, 20223 min read
Young People and Financial Literacy How Can We Help Our Youth Prepare for Financial Success?
My company recently partnered with SOFA, the Society for Financial Awareness: Financial Literacy Provider. SOFA is a 501c3 Non Profit...
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MVPLwrc
Aug 23, 20223 min read
Inflation And Our Seniors
This topic is extremely close to my heart, as my father-in-law has recently seen huge increases in the cost of his rent in assisted...
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MVPLwrc
Jul 26, 20223 min read
How Come My Dad or Mom Never Taught Me This?
One question that I repeatedly get when I’m talking with clients is: how come I never heard of this before, or why didn’t my parents...
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MVPLwrc
Mar 10, 20223 min read
Is Your House in Order?
A few years ago, I embarked on a career in financial services. When I say that I didn’t know anything, I’m not kidding. While I consider...
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MVPLwrc
Mar 18, 20211 min read
"Wealth is the ability to fully experience life." - Henry David Thoreau -
Think about this, to dislike something because you perceive it to be unattainable is to tell yourself you should not want better things...
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