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ADDITION BY SUBTRACTION
As we strive to grow and develop a successful career, oftentimes our minds go to asking what we need to “add” to ourselves to be...


HELP BUSINESS OWNER CLIENTS DRIVE TOWARD A SECURE FINANCIAL FUTURE
Last winter when I brought my 1993 Toyota Camry in for its annual inspection, it passed, but just barely. I was told it would make it...


SMALL BUSINESS IMPACT IS ANYTHING BUT SMALL
If you look back over the course of history, you’ll see that America was built off the success of small businesses. The expansion of our...


WILL YOUR RETIREMENT INCOME LAST?
How Prepared Are You? How Far Will Your Savings Take You? I first got into the financial services industry because I knew I wanted to...


REQUIRED MINIMUM DISTRIBUTIONS: A BLESSING OR A CURSE?
I am at an age where I think about retirement. When can I retire? Will I ever feel I’ve saved enough money? How much money is enough? ...


WHAT IS THE COST OF WAITING TO SAVE?
Do you think that you’re too young to start saving for retirement or for a career change? There are a lot of excuses for pushing your...


SECRETS OF A FORMER FINANCIAL ADVISOR… BUDGETS
I am a former financial advisor. The company I worked for is not important (rhymes with “barbarian excess”), but the life and money...

I LOVE MY DOG AND CAT
Yup. I am one of those people—an unabashed animal lover. But I’m certainly not alone. According to the American Pet Products...


THE POWER OF A POSITIVE MIND
You may have heard how good nutrition and physical activity are good for your health. Did you know that nurturing a positive...


YOUR ROTH IRA CAN GROW, BUT NOT FOREVER
If you have a Roth IRA, you know the benefits of this account. You can take distributions from it over your lifetime without paying any...


10 REASONS I LOVE LIFE INSURANCE
I was standing on the soccer sidelines the other evening talking to my fellow soccer moms about how well a child we all knew was...


10 LESSONS FROM A DIVORCE SURVIVOR
D-I-V-O-R-C-E: When Your Life Becomes a Country Song Tammy Wynette’s classic D-I-V-O-R-C-E ballad was released in 1968, and captured a...


CREATE A LARGER LEGACY USING REQUIRED MINIMUM DISTRIBUTIONS
Are you facing the situation where you have to start taking required minimum distributions from your qualified accounts but you don’t...


SECRETS OF A FORMER FINANCIAL ADVISOR… “IT TAKES INTEGRITY TO BUY LIFE INSURANCE”
I was walking the grizzled life insurance veteran back to his room after he spoke to our group of advisors at an education day. On the...


10 FUN THINGS TO DO IN RETIREMENT
You’ve spent decades in the workforce saving and planning for this day. Congratulations! You did it! But now what? After years of...


BUILDING YOUR PERSONAL BRAND
Many companies are concerned about their brand and for good reason. What people think of a company and its brand can catapult it to new...


5 STEPS TOWARDS A WEALTHIER FUTURE
At age 22, I had just graduated from college and was about to embark on my grown-up life. I had a grand plan for how my future would...


SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP
The nature documentary footage shows a bare circle of earth surrounded by lush grasses, trees and brush. A monkey cautiously approaches...


HOW THE “F” WORD MAKES WOMEN SMARTER
Smart women share a lot of things with each other–a lot. Everything from bad dates to bad bosses, trying to get pregnant to birth...


BORROW FROM YOURSELF
“A bank is a place that will lend you money if you can prove that you don’t need it.” Source: NLG It’s one of those classics that falls...
US National Debt Clock : Real Time
Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!
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