What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. If you have specific questions, please contact us directly--we'd be happy to address your concerns. We’re glad to have you reading along.
Savings can come from "Smart Taxes"
Navigating the investment world today is not a "piece of cake" --- it's tricky – can be very stressful. What will happen next to quickly affect sudden and strong moves in the market indices? Well, there are other issues which...Read More
Drive- By Planning?
It scares the “be-jeebers” out of me when I hear advertisements for retirement planning and 401-k rollovers that indicate something like the following: “I GOT MY 401-k ROLLOVER DONE IN THE TIME IT TOOK ME TO EAT A...Read More
Don't Allow Fear to Steal a Year Out of YOUR Life!
I hate it when something is stolen from me!! It seems so personal – so demoralizing – so invasive! When one walks into their home and recognizes that vandals have broken in and stolen, there is first a feeling of...Read More
5 Reasons Women Are Vulnerable in Retirement
The challenges of Sufficiency in Retirement affect both men and women. However, the issues that women encounter can be much different than men's issues and therefore must be addressed dif-ferently --- AND, from the woman's perspective!...Read More
Well, What Should You Expect?
Par? Hole-in-One? 10 over Par? A day of golf is always an interesting day. Several times a year it is my joy to sponsor a Golf Tourna-ment for some worthy non-profit organizations. I might have 4 to 40 players that enjoy a game on me....Read More
People Like You Are Turning 62 Everyday
Please don’t look in the mirror and say, “Oh my gosh…what am I going to do, I’m 62…Or I will be before long!”THE REASON: A whole new world is about to open up to you! Emancipation from what...Read More
Smooth Transitions: Leaving Nothing Undone, Leaving Nothing to Chance --- A Loving Legacy
"OH, NO"! "WHAT AM I GOING TO DO NOW?" "I DON'T EVEN KNOW WHERE EVERYTHING IS!" "HE/SHE TOOK CARE OF EVERYTHING – I KNOW NOTHING ABOUT THE DETAILS!" And, the list of sad statements just continues without details lovingly...Read More
I've Changed Jobs, What Should I do With My 401K?
You have several options at this point. When you actually "sever service" (leave a job), you need to speak with a professional who not only knows the options, but can counsel you about some of your needs in the near future. You might...Read More
The Medicare Milestone
Are you close to turning 65? If you or your family is hitting this milestone age soon, then it's time to take a look at Medicare. Do you know what it covers? Where the gaps in coverage are? When you are eligible to sign up? Enrolling...Read More
Cancer Spots and Blind Spots
When it comes to CANCEROUS SKIN SPOTS, early detection is Vital! The Skin Cancer Foundation has a statement on their website that reads: “If You Can Spot It You Can Stop It” “…skin cancer is the easiest to cure...Read More
Crashing to the Bottom
When I was just a boy, my parents only had one car and so my mom and I would ride the bus to downtown Ft. Worth where she would shop in the Penney’s, Sears, Monnig's, and Leonard Bros department stores. In each store there were...Read More
Long Term Care or Long Term Chaos?
We all probably know at least one person who is helping care for an ailing parent, grandparent, or even sibling. We've seen the toll it takes on them, both emotionally and financially. Yet, nursing homes are still a taboo subject in...Read More
Just the Facts, Ma'am
Politicians can take a simple occurrence, spin yarns about it, “investors” see or hear this, emotions get “electrocuted”, and the stock market takes a hit!!! Get the real facts before you act – know...Read More