Wisdom on Wealth Columns

Lessons from a Crisis

It isn’t the first time and it certainly won’t be the last. But we find ourselves in the midst of a worldwide health crisis – the Coronavirus (COVID-19). Among the many ripple effects of the disease, and the world’s desperate attempts to contain it has been a significant impact on financial markets. Markets don’t like …

Lessons from a Crisis Read More »

A Way to Get Better

“Do you want to get well?” It’s a question that seems to have an obvious answer, especially if you’re sick. “Of course, I want to get well! What kind of question is that?” Next comes the follow-up question, and here’s where you separate the curious from the serious. “Are you willing to do what it …

A Way to Get Better Read More »

Letter from Jack

“How wrong can you be!” It was a message scribbled on a blue post-it note, stuck to a worn and folded newspaper clipping. The clipping was of a column I’d written for the local paper about 15 months prior to the note being written. I came across this old bit of correspondence just this week …

Letter from Jack Read More »

When Markets Get Sick

You’ve heard about that disease sweeping the world, right? It can cause fever, cough, body aches, fatigue; sometimes vomiting and diarrhea. Most cases are mild, but others are quite severe, even fatal in rare cases.  Around the world, nearly 1 billion people come down with this malady…9 to 45 million in the US alone. Between 12,000 …

When Markets Get Sick Read More »

Too Much Money is Too Much Trouble

Too much money is too much trouble You can have too much money. I know you don’t believe me. I hear you out there saying, “Try me! Just try me!” Of course, “too much money” is not the malady facing most Americans. Credit card debt is at an all-time high (over $1 trillion) and student …

Too Much Money is Too Much Trouble Read More »

Retirement Triple Play

There’s a reason football players come in all sizes. And, yes, as a matter of fact, this has a lot to do with your money…especially in retirement.  Whether you are a football fanatic experiencing the post-Super Bowl blues or someone who could care less about the sport, nearly everyone realizes football players come in large, …

Retirement Triple Play Read More »

Download One of Our Free Guides

FinancialQuestions2021

The 3 Financial Questions You Should Be Asking for 2021

There are countless financial questions you need to wrestle with. None, however, are more important than the three contained in this guide.

Priorities

Priorities

The Key to Discovering, Designing, and Deploying Your Real Life Financial Plan

This free 18-page digital guide will give you step-by-step instructions on how to develop a life-long personal financial plan to give you the freedom to achieve your goals.

DebtFreedom

Debt Freedom

You Can Be Debt Free!

What if we could show you how to get out of debt in nine years or less, including your mortgage?

InvestingBasics2

Investing Basics

How to Build an Investment Strategy

Like every good plan, there is a process involved in developing your investment strategy.

Are You Ready to Get Started?

Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.

Invalid Email
Invalid Number
Please check the captcha to verify you are not a robot.
Scroll to Top
Call Now ButtonSpeak with an Advisor