Blog

Three Major Financial Challenges We May Face as a Country - Are You Prepared?

As of February 22, 2019, the unfunded liabilities in the United States were over $122 Trillion and growing (usdebtclock.org). Many Americans are deferring a significant amount of money into qualified retirement plans in favor of deferring taxes today but paying taxes in the future on their account value at that time.  In my experience many of my clients have not accounted for the future taxes that will need to, be paid.
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Forget Your New Year’s Resolutions! How about Just Resolution and One Other “Not

Resolution can simply be defined as a firm decision to do or not to do something. According to a YouGov poll, the most common aspirations or resolutions for 2018 in the U.S. were to eat healthier, get more exercise, and to save more money (Statista, 2018). Like most people, I too look forward to a fresh slate or a New Beginning.
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Imagine if your Pooper Scooper Came with an Expert!

Think about all the tools we utilize on a daily basis. Exercise Equipment, Appliances, Shopping Carts, Lawn Mowers and the list goes on. There are literally thousands of different tools we interact with on a daily basis. Some of these tools we love using. But some of these tools we would freely admit that we don't fully understand or maybe even dread using. Imagine if your tools came with an expert?
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Check the background of this financial professional on FINRA's BrokerCheck