529 Plan – Explored
https://www.youtube.com/watch?v=MsG76vgsJn8 Luke That’s Luke, my 18 month old son who will one day go to college. From what I’m told, I’m going to blink an eye and the next thing I know I will be sending him off to college. […]
college
Financial Wisdom
THEORY VS. PRACTICE In the financial world, there are a lot of rules about what you should be doing. ‘ These are items that even I recommend to clients. We all have to start from the same baseline and then customize solutions […]
value vs growth
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. What’s the difference between growth investing […]
Should I buy Term or Cash Value Life Insurance?
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I buy term or cash […]
Money- 10 Facts to Impress your Friends
I want Money, Lots and Lots of Money. Calloway – I Want to Be Rich classic. (this will be stuck in your head all day, sorry) Money Matters, but Does it? As a Certified Financial Planner, I must admit to […]
