Plenty of things in life are complicated, but financial planning shouldn’t be one of them. Some financial advisors tend to … Read More
Podcast Episode 190: How to Utilize Our Proprietary Process
Today’s Wisdom: For more than a decade, our team has been using a proprietary process we call the Money Map … Read More
Podcast Episode 174: Are You Playing Financial Chess, Roulette, or Poker?
Today’s Wisdom: Is it luck or analytics that drives your financial decisions? Or is it a little of both? Let’s … Read More
Podcast Episode 173: New Stats on How Americans Save for Retirement
Today’s Wisdom: Vanguard recently released its latest report on how Americans are saving and there are some eye-opening statistics about … Read More
Podcast Episode 172: Mailbag: Variable Annuities, Flipping Houses, and Mortgage Debt
Today’s Wisdom: The time has come again to open up the mailbag and find out what financial questions are on … Read More
Replacing Fear with Confidence in Your Financial Plan
The Dangers You Can Face When It Comes to Your Money Today I want to talk to you about some … Read More
Weekly Economic Update 8-3-20
Retiring during a recession may not be the preferred scenario for many and so far, the U.S. economy has dealt … Read More
3 Buckets of Retirement Planning
Keep Your Financial Plan Simple I want to talk very briefly about some simple concepts when it comes to putting … Read More
Weekly Economic Update 8-20-19
Last Wednesday, August 14th, there was an unexpected stock market downturn. It was the worst week on Wall Street in … Read More
Estate planning for the wealthy — How to do it right
CLICK TO READ THIS ARTICLE ON HARTFORDBUSINESS.COM Understandably, people of higher net worth put a great deal of thought into … Read More
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