Mutual Funds

Do you know what you are paying for?

Fear Of Investing 2

Why talk about investing when there are so many topics, some that seem more vital at the moment?

Fear Of Investing 1

I was dismayed recently to discover that someone I care about is looking at a financial future without enough resources.

Recession Proof Living 3

What if you knew a recession was coming? What would you do? You’ll look at your income. Dependable?

Recession Proof Living 2

Your first step to recession proofing your life is to have an emergency fund. But don’t stop there.

Annuities

We are big proponents of making sure your money goes where you want it to go. I would add, gets their efficiently.

Recession Proof Living 1

Thankfully we are not in a recession. But the future has unknowns.

Risk And Fear

I have friends who were spooked in 2008 by the drastic drop in their investment values.

Pay Attention

One of the greatest mistakes folks make regarding money matters is simply not paying attention to where money is going.

Roth IRA

We are both fans of doing your giving while you’re living so you’re knowing where it’s going.

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