"Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family."  - Kofi Annan


Friday, October 16, 2020

How to apply the concept of Real Estate to Retirement Savings


Thursday, October 15, 2020

If you believe taxes will go up this video is for you! Find out how to manage your money tax efficiently.


Wednesday, October 14, 2020

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with...


Tuesday, October 13, 2020

Do you believe taxes will go up? If so, this video is for YOU! Find out how to manage your money tax efficiently.


Monday, October 12, 2020

I’ve had several people reach out to me to ask if they should refinance their mortgage. In this video, I’m going to walk you through the key questions you need to answer to make an informed decision.


Show All

Wednesday, August 26, 2020

Cliick on the image below to view my video about POA & Health Directives for your young adult child or follow this link:


Monday, May 13, 2019

Traveling. Some of us travel a lot, and some of us travel a little. For some of us, traveling is a job. Nearly 63 million people are employed, worldwide, in air travel and related industries.¹ There’s bound to be travel...


Monday, May 6, 2019

Tip: Don’t Put it Off. Putting off an easy thing makes it hard. Putting off a hard thing makes it impossible. -George Claude Lorimer Some of us share a common experience. You’re driving along when a police cruiser pulls up...


Monday, April 8, 2019

Forty-six percent of Americans do not own any stocks or stock-related investments, such as mutual funds, according to a recent Gallup poll.¹ Individuals may cite different reasons for not investing, but with important long-term...


Tuesday, March 26, 2019

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute,...


Tuesday, February 19, 2019

The Pre-Retirement Checklist: HOW PREPARED ARE YOU? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more...


Wednesday, January 23, 2019

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty Dozen” Identity Theft Using your personal...