Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, December 5, 2023

When you leave a job, sometimes you can leave behind a retirement account, and sometimes those retirement accounts get forgotten. How do you figure out if you have retirement accounts out there and what can you do to get them back?

Tuesday, November 28, 2023

Life insurance is an important coverage to have. When you undergo a life change (recent purchase of a large asset, marriage, or children) review your coverage to make sure it's still adequate for your life and situation.

Tuesday, November 21, 2023

"One Up on Wall Street" is not only a practical guide to stock market investing. Lynch's conversational style, combined with his wealth of experience, makes the book accessible to investors of all levels.

Tuesday, November 14, 2023

Medicare is an important piece of retired people's lives and should be a strong consideration when planning for retirement. Healthcare expenses are a big deal and are typically an afterthought when planning for retirement.

Tuesday, November 7, 2023

When you're a boss, you have to figure out ways to keep your employees motivated and engaged. Leadership is something to be taken very seriously. Here are some creative ways to motivate your employees.

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Tuesday, October 31, 2023

Intellectual property is a big deal nowadays, as there is so much of it because of the digital landscape we operate in. If you have intellectual property, what does that mean for your estate? We explore that in today's blog post.

Tuesday, October 24, 2023

When you leave a job, something needs to be done with your retirement plan. Most companies don't like it when you keep your plan there and it's not wise to do so anyway. What do you need to know regarding rollovers?

Tuesday, October 17, 2023

October is National CyberSecurity Awareness Month, so there's no better time to touch on insuring your business against cyber liability. What does it look like? What does it cover? Who needs it?

Tuesday, October 10, 2023

How much do you know about the twenty-dollar bill? Do you know how it's made and printed? Do you know how many of them are used and what happens to them when they've lost their credibility? Read and learn about the twenty-dollar bill!

Tuesday, October 3, 2023

Being smart with your money is important regardless of what your income is. You should be mindful of that even when you're salary goes up. Don't let your lifestyle inflate too much, keep living within your means, and follow these steps.

Tuesday, September 26, 2023

The Richest Man in Babylon is a timeless classic in the financial space. In this book, you learn simple, yet impactful, lessons about how to grow your wealth.

Tuesday, September 19, 2023

Retirement can be a challenge for everyone, especially if you've fallen short of your savings goal or have a health issue that forces you to use more savings than you planned. There are some things that you should be wary of.

Tuesday, September 12, 2023

Whole life insurance isn't right for everyone, but it could be a pragmatic solution for some people. Whole life insurance needs to be treated as much as an investment as it is as an insurance policy.

Tuesday, September 5, 2023

Artificial Intelligence (AI) is changing the landscape on the internet. Could it reshape what some of our retirements look like? Here are some AI Tools Changing Retiree Entrepreneurship.

Tuesday, August 29, 2023

How are we able to make decisions we can be confident in? When circumstances change, how do we keep ourselves from adjusting our plans? Today we're going to talk about discerning when to do something and what to do.

Tuesday, August 22, 2023

Psychology of money does a good job of writing about the mental part of one's financial journey. It talks about personal preferences, why you should stick to your investment strategy, dodge pessimism, and enjoy your money. A great book!

Tuesday, August 15, 2023

Stress causes health issues and debt causes stress, so how do we maintain and/or improve our health as we get out of debt? We explore that topic in this week's post!

Tuesday, August 8, 2023

Being an accredited investor has its advantages and disadvantages, and we'll explain those. But how do you become an accredited investor? In this post, we'll lay out what it takes to become an accredited investor.

Tuesday, August 1, 2023

Congratulations! You had a baby! Now what? What are some of the steps you should take after your child is born? How do you get them set up in life? How do you help set them up for their future? We'll discuss that in today's post!

Wednesday, July 26, 2023

Big banks in good shapeSome borrowers getting student loan debt reliefAT&T and telecom getting hammeredTech stocks and index weightingNot enough housing availableLabor market is tightSoon, politicians might not be able to directly own...

Tuesday, July 25, 2023

20% of investors in the age bracket 85 and older have nearly all of their accounts in stocks. We discuss why that is, inflation, and small business sentiment at the moment. Then, I explain a little bit about some projects I'm working on.

Tuesday, July 18, 2023

The mind is a powerful thing. Our personality and our experiences influence our decision-making in all aspects of life, especially when it comes to our finances. Learn how our cognitive biases impact our decision-making.

Tuesday, July 11, 2023

Retiring earlier than expected could be challenging. You could be ill or unable to work for a different reason. Losing the ability to earn and save for retirement could force you to get creative with your finances.

Tuesday, July 4, 2023

Creating an inventory of your possessions is an important step to take for insurance purposes. Knowing what you own is important because, in the event of a loss, you'll need to detail your possessions and their worth.

Tuesday, June 27, 2023

FIRE is a movement that started a couple of years ago. It's an acronym that stands for Financial Independence Retire Early. Find out what it's all about!

Tuesday, June 20, 2023

Estate taxes have been around for a while and for some people could come into play, depending on the size of your estate. This article's aim is to explain estate taxes and some of the history behind them.

Tuesday, June 13, 2023

Saving and investing for retirement is important, and it's never too late to start. However, the earlier you start, the more time you have to let compound interest works its magic. Find out what it could cost if you put it off.

Tuesday, June 6, 2023

Good to Great is an excellent book - my biggest takeaway is what it takes to be a good leader. That's what makes a good company a great company - the leader. I got a lot out of this book and I hope you read it yourself!

Tuesday, May 30, 2023

A Roth IRA doesn't just have to be adults in their careers or retired folks. Turns out, your kids could benefit from opening one. Read more to find out why and how to get started!

Tuesday, May 23, 2023

When a spouse or a parent passes, there are a number of things you need to do to get their affairs in order. In this article, we'll explain the steps and what each one entails.

Tuesday, May 16, 2023

Social Security is something you receive in or near retirement to help pay for your living expenses. Did you know there are ways to enhance your Social Security benefit? Read on to figure out how you can get the most out of yours!

Tuesday, May 9, 2023

SECURE 2.0 has quite a few elements in it to help retirement savers and workers. A new item is in-service distributions. Here's what they are and what they all entail.

Tuesday, May 2, 2023

Freakonomics teaches you how to make better decisions by demonstrating how incentives control your life, how to eliminate knowledge gaps between you and the experts, and how to accurately distinguish between causality and correlation.

Tuesday, April 25, 2023

People older than age 50 have the ability to save more for retirement than people under 50 in the form of "catch-up" contributions. Here's what you need to know.

Tuesday, April 18, 2023

How do earned income and working affect your Social Security? What are the rules and limitations for making money while taking Social Security?

Tuesday, April 11, 2023

Do you have a spending plan in place for retirement? Many people don't and end up spending too much early in their retirement, not leaving enough later on. How do you plan accordingly?

Tuesday, April 4, 2023

FDIC Insurance is the topic of conversation lately because of some banks in hot water. What exactly is it though? What are the limitations, rules, and regulations of FDIC Insurance?

Tuesday, March 28, 2023

As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?

Tuesday, March 21, 2023

You leave your employer and your retirement plan is left behind. What can you do with it? Today, we'll discuss your options with how to handle your 401k at your old employer.

Tuesday, March 14, 2023

A Roth 401(k) can be a great tool to save for retirement. It's not available to everyone though. Your company has to have a 401(k) and they have to enable Roth contributions. We explore more in today's post.

Tuesday, March 7, 2023

Choosing a retirement plan for your business is an important decision. With options like SEP IRAs, SIMPLE IRAs, and 401(k)s, how do you choose? We'll talk about that today.

Tuesday, February 28, 2023

What retirement plan you choose for your business is very important. If you're just starting out and want to pick a simple one, the SIMPLE IRA might be right for you. We discuss this plan and its characteristics today.

Tuesday, February 21, 2023

The SEP IRA is a great way for business owners to save for retirement. It's also a great way to help employees save for retirement last well! It comes with some advantages and disadvantages, however.

Tuesday, February 14, 2023

The individual retirement account, or IRA, is a great way for people to save for retirement. Especially, if they don't have a 401(k), which is typical, through their employer. Let's explore the rules and characteristics of the IRA.

Tuesday, February 7, 2023

Asset allocation is how you organize your portfolio with regard to your investments within it, using time horizon, risk tolerance, and investment objective.

Tuesday, January 31, 2023

I figured if we are going to talk about the first two parts of the asset allocation recipe (stocks, bonds, cash), then we ought to talk about the final part, cash. This will be much shorter than the first two, though, as the concept...

Tuesday, January 24, 2023

Before we get into how bonds and stocks are different, let's explore what a bond is and how it works.A bond is a type of investment, like a stock. There are a couple of differences, however. Stocks are considered riskier than bonds...

Tuesday, January 17, 2023

What are the technical details of a stock? How do they work? How do you determine if they're right for you? We'll answer some of these questions and others in this week's post.

Tuesday, January 10, 2023

The Alchemy of Finance is a finance book written by George Soros. The book is an explanation to readers about what George Soros thinks about the market and the economy.

Tuesday, January 3, 2023

The Traditional IRA is an excellent way for individuals to save for retirement. However, there are a lot of different rules you need to know and abide by. In this post, we'll go over the Traditional IRA and all of its features and rules.

Tuesday, December 27, 2022

The Roth IRA is a popular way for individuals to save for retirement, thanks to its tax-free growth. There are other features to pay attention to though. In this post, we'll talk about the features and rules of the Roth IRA.

Tuesday, September 25, 2018

This is a guide to the retirement plan options available to businesses, business owners, and individuals. There isn't any fluff. It's the characteristics or each plan, the numbers, and the rules. The "table of contents" below will give...