Lessons Learned From The Wealthy
Most people want to be wealthy, or at least financially independent. The sad truth is that very few people are financially independent when they reach retirement. The rest are dependent to some extent on others or government benefits for their daily money needs. Far too many people today live a lifestyle that is under […]
Merry Christmas & Happy Holidays!!!
As 2023 winds down and we get ready for the Holidays, Natalie and I would like to wish you all a wonderful finish to the year. As many of you probably remember, we try to match up our Christmas Holidays with the girls’ winter break. This year, I will be out of the office starting […]
These Rainy Days Aren’t About the Weather
The last year or so has been a very rude awakening for many. Too many people today are so busy living a lifestyle, they forget that emergencies may need to be dealt with. It’s all too easy to take one’s cash flow for granted and get lulled into the belief that it will go […]
Avoid the Boomer-Widow Financial Syndrome
It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness and/or death of a spouse or partner. As the so-called Baby Boomer generation ages, there is a marked increase in widows suddenly left with financial situations that they do not fully understand. There are […]
