This is Life
This is Life Life is more fun with the financial independence that comes with a clear plan for managing expenses and reducing debt. We...
A New Year's Wish
Start the New Year off with a plan to make your financial resolutions a reality with the help of a qualified financial professional....
2019 IRA Contribution and Income Limits
Beginning in 2019, the IRS has established a few changes for Individual Retirement Accounts that we feel investors should pay close...
LPL Research | Outlook 2019
Our friends at LPL Financial have recently released a collection of informative material that contains insightful commentary as well as...
Shape Up Your Financial Plan
Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the well-being of their...
Exiting with Style
For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business...
Could the NYSE Drop 5,750 Points in a Day?
Financial Media Exchange did a great write-up recently recalling the October 1987 Market Crash known as Black Monday. Click here to give...
Lesson from the Death of Sears, Roebuck and Co.
Diversification is not asset allocation In 1886, Richard Sears bought a shipment of gold watches that had been rejected by a local...
Thoughts on the Market Sell-Off
Stocks just had their worst one-day drop since February, as a combination of higher bond yields, U.S./China tensions, nervousness over...
Retirement Rules: Myth vs. Reality
If your goal is to save enough to fund a long retirement, and you’re not sure how to start or how to catch up, remember that there’s more...