Don’t Rely on the Lottery for Your Financial Plan
See how my video compares to Fox Business’ video news segment. In the last two month’s I have been running an advertisement on Facebook. I have a video of myself comparing many
How a Retirement Plan is Built
After much time and effort, I have had a video created to explain in detail how tax qualified retirement plans are built. I hope you will find helpful to better understand which re
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 aware of. The states, as in the State of Texas in our case, have added a new layer
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 do business. In fact, it has turned the industry on its ear. The Department
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 behind the curve as regards building the sort of net worth I requ
Investing Basics – Getting Started
Investing can sound cool and exciting to some terrifying to others. And many of us jump into investments head first without due preparation, others run the opposite direction.
