Just like you might check your car before a summer road trip up north or get the lawn mower tuned up, taking some time for a mid-year financial review helps keep everything running smoothly. Even small tweaks now can make a big difference by year’s end. Think of this as your easy-to-follow tune-up. No jargon….
Keep It Simple Stupid (The KISS Principle to Investing) The KISS Principle is something that I’ve grown up having engrained into my head. If you haven’t been hit over the head with it your entire life, KISS stands for Keep It Simple, Stupid. While this motto has served me well with life in general, it…
In the past several months, I have fielded calls from a few different clients that have heard, and become interested in, investing in Real Estate Investment Trusts (REITs for short). A REIT is a form of real estate investment designed to reduce or eliminate tax while simultaneously providing returns on real estate. REIT’s can either…
Are You Retiring Within the Next 5 Years? What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree. How much monthly income…
Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. Parts A & B: Original Medicare. There are two components. Part A is hospital insurance. It provides coverage for inpatient…
Free Dinner Seminar & Complimentary Dinner PresentationSecrets Revealed It appears that it’s that time of the quarter again. If you haven’t received it in the mail yet, there’s a good chance you will soon. It’s an almost too-good-to-be-true offer: FREE GOURMET DINNER! You read that right – free dinner. Not just any dinner. A gourmet…