Broker Check


Wednesday, November 2, 2022

This is a great article by the folks at John Hancock Investments.  It clears up a lot of the misinformation out there about this polarizing topic. Click here for article

Friday, October 7, 2022

If you're like most high net worth individuals, you're always looking for new ways to invest your money. And if you're looking for a way to invest your money that comes with a number of tax benefits, then an insurance LIRP might be...

Wednesday, September 28, 2022

If you're like most people, you probably think that wealth management is only for the ultra-rich. After all, why would someone with a million dollars need help managing their money? They can just throw it in a savings account and let...

Thursday, August 25, 2022

I may not be a motivational speaker, but I know how taking control of your career will impact your wealth creation. Let me first show you why you need to be in control of your career.

Friday, August 19, 2022

You are probably wondering who and how someone gets to have any financial leftovers unless they are a billionaire or millionaire. How lucky is that person? Yet some of us can barely afford to settle our bills. Believe it or not, it happens

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Tuesday, August 2, 2022

I bet you have heard of the motivating stories of some billionaires and millionaires who claim to have built their business and retirement savings from scratch. On top of my head are Colonel Sanders, Howard Schultz, Ralph Lauren, and..

Thursday, July 28, 2022

You will start a side hustle and become an entrepreneur if you put your mind to it. Think about this: we Americans are most proud of the fact that our country is “The Land of opportunities.” And we are certainly not shy about grabbing these

Thursday, July 21, 2022

According to a Federal Reserve report, almost half of the non-retired adults are already making mistakes when planning their retirement. That may be scary, but it is true.

Thursday, July 14, 2022

The labor department recently announced that the  Consumer Price Index (CPI) in May 2022 rose to its highest level since 1981. The CPI rose to 8.6% from 8.3% in April. That news isn’t very good for anyone.

Thursday, July 7, 2022

The possibility that you may outlive your money is a reality we have to face currently. The good news is that people are living healthier lifestyles today, which means life expectancy is increasing.

Friday, July 1, 2022

Has the idea of starting a side hustle to boost your savings ever crossed your mind? If it hasn’t, you risk being left out of the new trend.

Wednesday, April 27, 2022

Monday, June 29, 2020

The Week on Wall StreetA jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%,...

Monday, June 22, 2020

The Week on Wall StreetStocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new COVID-19 cases might lead to another economic shutdown. The Dow Jones Industrial Average rose 1.04%,...