ARTICLES
When it comes to your financial future, knowledge is the critical first step.
Enjoy informational articles
End of Year Tax Strategies
Back in June of 2013 I received a call from my friend Steve who happened to work for the Miami Heat. He had the opportunity to get tickets to the…
Medicare: What You Need to Know
Around this time of year, pre-retirees and retirees begin to receive a mountain of mail, phone calls and even knocks on the front door. It is Medicare season! Unfortunately, the…
Protecting Yourself Online: 3 Easy Steps
The main memories that we carry throughout our life usually revolve around profoundly happy or tragic events. However, some conversations or situations that may seem somewhat trivial, can stick-out in…
Should You Refinance Your Mortgage?
If we rewind time back to the 80’s and 90’s, Americans were able to earn a reasonable rate of return at their local bank. Those rates were anywhere from 5-15%,…
Cryptocurrency: The Next Big Thing?
A few years back I was approached with an opportunity to invest in a startup company. It sounded like it was “the next big thing” and I had the chance…
Shedding Some Light on Healthcare
I spent a lot of time in doctor’s offices growing up and at the time, really didn’t mind them all that much. Now, I must admit, sometimes I was in…
Wisdom from Warren Buffett’s Mentor
Warren Buffett is considered by many to be one of the greatest investors of all time. Like most people of the greatest generation, he had humble beginnings. Warren grew up in…
How to Approach Concerns About Income
When you think about notable events in 1978, you may recall the first superhero film “Superman: The Movie” staring Christopher Reeve and Marlon Brando. Or perhaps you recall the tunes…
How to Respond During Chaotic Times
The tone of conversations have become somber these days. There is market volatility, racial tensions, coronavirus infections on the rise, millions of people are out of work and not to…
3 Critical Steps for Every Retiree
Johnny Allen Hendrix better known as ‘Jimi Hendrix’ had a life that was short in span yet ferocious in its ascent. In his brief professional career of only 4 years,…
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