Taking Advantage of IRS Tax Codes to Reduce Taxes in Your Portfolio: Do You Qualify?
The truth is that most average Americans have only been taught one way to plan for retirement -- which usually includes investing in the...
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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 29, 20223 min read
What is the Relationship Between Gold & Silver to Real Estate?
With access to so much information online, it’s easy to get overwhelmed about certain subjects, particularly financial investments. There...
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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
Sep 13, 20222 min read
Are We Protecting Our Elderly in Today’s Economy?
I recently wrote a blog post about our elderly having to go back into the workforce to manage their lifestyle – housing, food, medical,...
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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
Aug 12, 20223 min read
Is The IRS Coming for Middle America? What’s Included in The Proposed Inflation Reduction Act
With the monumental legislation for the Inflation Reduction Act currently in the House, there is a lot of information floating around on...
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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
Jul 6, 20223 min read
What To Know About Gold and Silver in Today’s Economy
Many Americans are aware that our economy is no longer backed by a gold reserve (see link below for information on the change off of the...
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MVPLwrc
Apr 9, 20223 min read
The Tax Train is Barreling Down the Track! What You Need to Know
I am not a tax professional, but I partner with the best in the business including the former Director of the Internal Revenue Service...
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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
Nov 2, 20214 min read
A Coddling Climate: Do We Do Too Much for Our Kids?
This subject is very near and dear to my heart because I have two perspectives on the subject --given my husband and I are now a blended...
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MVPLwrc
Oct 14, 20213 min read
Do You Need a Backup Plan
I come from midwestern Kansas stock. My grandparents were dairy farmers. They lived through the Great Depression. My grandfather fought...
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MVPLwrc
Oct 3, 20213 min read
Top Three Reasons You Need Life Insurance
Neither of my parents were ever educated on the importance of having a life insurance policy. They both worked loyally for their...
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MVPLwrc
Sep 21, 20212 min read
Proposed Tax Changes and You
What The House Ways and Means Committee Proposed Tax Changes Mean To YOU Taxes. They are as controversial a topic as most anything. When...
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MVPLwrc
Sep 15, 20213 min read
Preventing Elderly Abuse
There is no question the elderly in this country in particular are our most vulnerable population relative to so many different factors:...
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MVPLwrc
Sep 2, 20213 min read
Immunity Practices, Foods, and Supplements You Need To Know More About! Don't Let Stress Takeover!
I hesitated a moment before writing this article-- given I don’t want to sound preachy; however, I have always been an advocate of...
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MVPLwrc
Aug 16, 20213 min read
What Does US Foreign Policy Mean To Your Financial Legacy?
No matter what side of the political spectrum you agree with, there are some signs that we Americans (and others,) should be paying...
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