Learn how Mustang Sally & Goldfinger, retired educators, optimized their retirement income and secured their legacy. Even though they “won the game” is there still more they can do?
Discover new strategies challenging ‘cash is king’ way of thinking.
Meet Johnny and June, a couple in their mid-50s facing tough decisions about their home due to an unbeatable mortgage rate. Are they stuck?
Debt may seem like a roadblock to wealth. However, with the right approach, it can become a stepping stone.
Shelton and Amy’s remarkable financial journey, soaring from a ‘C’ grade to accelerated retirement planning in just six months—could strategic financial adjustments hold the key to your financial transformation?”
In a recent consult, ‘Kevin,’ a high-achieving 50-year-old, uncovered a -55% year-to-date loss in his trading account—could this be the wake-up call you need to reassess your investment strategy?
As market noise grows, could unwavering commitment to your financial blueprint be the key to navigating turbulent times?
Wondering how to fund your kids’ college education? Join me as we explore the ins and outs of the 529 College Savings Plan and other options.
A successful couple face a crucial financial concern regarding protecting their income in case of unexpected disruptions.
Could a routine financial planning session unveil gaps in your family’s financial security, leaving you vulnerable to life’s unexpected twists and turns?
How can you ensure your financial plan stays resilient in the face of unpredictable market swings?
Laugh along with “Uncle Rico’s” investment antics this Thanksgiving, but don’t forget the serious lesson, a steady financial plan beats risky moves any day.