If you want to make a financial plan, then this 10 step plan will make it a little easier for you to work through the vast and complex issues at hand. From budgeting, to forecasting, to understanding debt and insurance, sometimes money issues can feel overwhelming! But at the core, putting together a financial plan...Read More

When planning your IRA withdrawal strategy or if you are looking to make a non-deductible donation to charity, you may want to consider making charitable donations through a QCD and that way you can do good with the RMD, both for others and for your own bottom line. Read this Periscope for information on how...Read More

Personal security is a big deal for all of us, especially in a time of Covid-19. The crooks are out in cyberspace looking for ways to pickpocket our life savings, without us ever leaving our homes. I’ll give a little advice about emails, phone calls, computers and other internet devices that can help protect us....Read More

We agree on some basics, you and me. The best way to set a lifetime investment plan is to discuss our goals, create a plan, and then assemble a portfolio of investments. We agree we should do these things in that order, because it is the order of priority. Let’s look at an example. You...Read More