A Client\’s Compliment
I was recently paid a compliment by a client. The complement (It) was much appreciated. I thought I would share […]
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Pay Yourself First
I have been visiting with a friend of mine at the Arlington Chamber of Commerce off and on about small
Pay Yourself First Read More »
The Risk of Owning a Bond Fund When Interest Rates Increase
The great advantage of owning individual bonds is they mature and you get all your money back. You become whole
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Your Couch Potato Portfolio could be in danger!!!
Some of you may be wondering what a Couch Potato Portfolio might be. The concept was created by Scott Burns
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You Need to Keep Track of Your Investments
The purpose of the title of this blog is to bring up a relatively new concern that you should be
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Making the right decision in a rising interest rate environment
For the last thirty-five years we have watched interest rates gradually drop. In the last ten years we have watched
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The Department of Labor Fiduciary Rule, what it may mean to you
For the last two years, my industry has been on edge for the coming regulations that will affect how we
The Department of Labor Fiduciary Rule, what it may mean to you Read More »
Property tax exemptions, are you taking advantage of them?
Home ownership in America has been one of the cornerstones of our economy. When we purchase a home, we spend
Property tax exemptions, are you taking advantage of them? Read More »
A Primer on Rapid Retirement Planning: The Q & A
Presented as a typical interview Q: Corey, we are from the same age cohort, early 50s, and I find myself well
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The Challenge of Student Debt and Financial Planning
How we arrived here is the subject of many thoughts and opinions as to whether by extreme inflationary costs of
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