Jun 20

Six Last-Minute Strategies to Save for College

Advising parents who have started saving for college a little too late can be a very difficult conversation.  Telling a student who has worked diligently over the last 3 or 4 years to get into a prestigious college or the college of their dreams that they can’t afford to go is gut-wrenching. While inflation may […]

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Jun 13

3 Tactics to Help Simplify Wealth Planning

The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you.  Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and peace of mind about which strategies will work best […]

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Jun 09

How to Prepare for a Stock Market Correction

Even when they are expected, market corrections are never easy to go through. However, certain elements can help us through downturns with the most crucial being a solid understanding of why we invest and have a wealth management plan. Planning, along with understanding, can help bring peace of mind when facing uncertain times financially during stock market […]

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May 29

Optimize Your Spending to Increase Your Happiness

Many people think having more money and the ability to buy whatever they want will make them happier, but in reality, the way you spend your money has a greater impact on your happiness. Research even shows that once you obtain a certain income level ($75,000), your level of happiness does not change much. You have likely heard the expression, “spend money on […]

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May 26

Term vs. Whole Life Insurance; Which is Better for You?

There has always been this raging debate within the insurance world about which type of insurance is better, term or whole life?  When it comes to talking with people, these can turn into emotional situations because they often involve how to best take care of young children and families after you are gone. Typically, you […]

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May 12

Celebrity Calls Out Mother of Triplets

Recently my wife Theresa had an encounter with a celebrity who is the new brand ambassador of a specific company.  I am not allowed to disclose the celebrity nor the company! During an event, the celebrity (let’s call her Anna) asked in a crowded room of mostly males, “where are my mom’s at?”  At which […]

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