The truth is that most average Americans have only been taught one way to plan for retirement -- which usually includes investing in the...

Approximately nine out of ten people aged 65 or older are claiming Social Security benefits as of June of 2022. For the elderly...

Only 3% of people in this country actually have a written financial plan per SOFA, The Society for Financial Awareness. Most people are...

With access to so much information online, it’s easy to get overwhelmed about certain subjects, particularly financial investments. There...

How does inflation effect those on a fixed income?

I recently wrote a blog post about our elderly having to go back into the workforce to manage their lifestyle – housing, food, medical,...

My company recently partnered with SOFA, the Society for Financial Awareness: Financial Literacy Provider. SOFA is a 501c3 Non Profit...

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...

With the monumental legislation for the Inflation Reduction Act currently in the House, there is a lot of information floating around on...

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...

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...

I am not a tax professional, but I partner with the best in the business including the former Director of the Internal Revenue Service...

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...