Congratulations to this month’s winner of our Client Survey Drawing – Mary Ann P. of Colorado!! Check the mail for your prize – who will be next?
Think all rates would just tick a little higher as the Fed tightens? That isn’t how it works. It has been so long since the Federal Reserve last raised interest rates that few people probably remember when
Tax Free contracts, structured correctly under tax citations and the Tax Equity Fiscal Responsibility Act of 1982, the Deficit Reduction Act of 1984, and the Technical and Miscellaneous Act of 1988 are the key to tax-free retirement
Try to imagine the peace of mind that comes from knowing you cannot outlive your retirement nest egg. Now, imagine the sense of abundance that would accompany knowing your money was safe from rising taxes, market volatility,
A tool of the Knowledge Systems by Knowles. Empowerment: The purpose of my company is to empower people to think through choices. Often times, I’ve found that the majority of us do not know what our choices
Consisting of 3.8 million square miles, The United States is a largely diverse set of land. Within its vast borders that touch both the Atlantic and Pacific oceans, exists a diverse group of citizens who vary in
Last November’s election may not have made huge waves, but it’s clear that in many ways voters are not happy with Congress and their elected leaders for a perceived lack of progress. A large number of bills
WSJ – December 12, 2014 Even the most well-intentioned male managers can be clueless when dealing with women in the workplace.We are flooded with career-advice books for women. There are women’s networking groups and leadership conferences galore.
If your wealth resides mostly in real estate, you probably already know that your hard earned equity can vanish during those times that real estate markets plummet. On a similar note, if you’re still saving part or
When Sara Blakely came up with the idea for Spanx, she had never taken a business course, had failed the LSAT twice and was selling fax machines door-to-door to make a living. She knew nothing about business,
Over these many years as a Coach/Consultant to individuals and companies, there seems to be a trend that surrounds how we make decisions when it comes to finance and future. Living in Regret: When I speak to
When it comes to how you approach your past present or future, we all have choices in how we handle our progress or lack thereof. Most of us would prefer to move ahead in life with consistent