Balancing Mortgage Payments and Investments
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
The Power of Compounding: Building Wealth After 50
It’s the perfect time to get serious about your finances. Having a plan earlier on will allow you understand the “number” that will give you financial independence. Is it $1 million?
Mustang Sally & Goldfinger’s Retirement Strategy
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?
Is Cash Really King?
Discover new strategies challenging ‘cash is king’ way of thinking.
Am I Stuck in My Mortgage?
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?
A Financial Turnaround Story
Debt may seem like a roadblock to wealth. However, with the right approach, it can become a stepping stone.
A Family’s Financial Turnaround
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?”
Unseen Investment Risks
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?
Guided by Plans, Not Predictions
As market noise grows, could unwavering commitment to your financial blueprint be the key to navigating turbulent times?
Strengthening Your Financial Game Plan
As the stock market defies pessimistic forecasts with a surprising 23% surge, could a robust financial strategy be your shield against the upcoming uncertainties of 2024?
The Vital Role of Trusts
Could naming a trust as a beneficiary be the safeguard your assets need to protect your children’s future from unforeseen risks?
Planning for Your Child’s Education With 529 Plans
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.