Broker Check

Blog

Monday, July 20, 2026

To boost the chances that your savings will let you live comfortably in retirement, there are six primary areas of risk that you need to address.

Tuesday, July 14, 2026

There is no definitive age at which it is too late to buy long-term care insurance, as the answer can vary depending on your individual circumstances. However, it is generally recommended that people consider purchasing long-term care...

Friday, July 10, 2026

Yes, it is generally recommended that you save for retirement even if you have debt. While it's important to pay off your debt, saving for retirement is also essential because it takes time to build up a sufficient retirement nest egg....

Monday, July 6, 2026

Most of us will outlive our ability to drive safely by several years. That makes "driving retirement" something to plan for thoughtfully, proactively, with dignity, and before it becomes an emergency.

Monday, July 6, 2026

Your "why" of financial planning is your personal reason for wanting to improve your financial situation. Everyone's "why" is different and can be shaped by various factors, such as your values, goals, and life experiences. Here...

Show All

Tuesday, June 30, 2026

F.I.R.E. (Financially Independent, Retire Early) is a financial movement focused on achieving financial independence and early retirement. The goal of F.I.R.E. is to accumulate enough savings and investments to achieve financial...

Wednesday, June 24, 2026

In the movie Avengers: Infinity War, one of the superheroes, Dr. Strange, at a key part of the movie goes into a trance. During that time, he was able to time-travel run through more than 14 million potential outcomes of a...

Wednesday, June 10, 2026

If you could choose between living to 90 with 25 years of declining health, or living to 85 with 20 vibrant, independent years, which would you choose? Most people already know the answer. The key is making sure your plan supports it.

Tuesday, March 31, 2026

April is National Financial Literacy Month, and if you're looking for one conversation that could change how the teens and young adults in your life think about money, start with their coffee order.The $5 That Could Be Worth Half a...

Tuesday, November 25, 2025

As an investor, should you be more concerned about the value of your groceries or artificial intelligence? It may seem like a silly question, but there’s a serious answer. One way to measure a stock’s valuation is by looking at what’s...

Monday, October 27, 2025

Here are the highlights of the past quarter. Please download the attached full report for more details. ● The Seasonally Adjusted Annual Rate for GDP in 2Q25 rose a strong 3.8% as AI-related spending, including infrastructure spending...

Monday, October 6, 2025

The frequency of recent government shutdowns has caused most consumers to point it out as expected DC Dysfunction and markets to react with a "meh" response.

Thursday, April 3, 2025

When Warren Buffett said, “Be fearful when others are greedy and be greedy when others are fearful,” he wasn’t just talking about investing. He championed contrarian thinking and urged people to capitalize when groupthink can result...

Thursday, January 23, 2025

The 2024 4th quarter market recap is provided through our affiliation with Financial Integrators and their investment committee.

Monday, August 12, 2024

5 Common Mistakes in Longevity Planning --As people continue to live longer and spend a greater proportion of their lives after their working years, considerations must be made to financial planning for our later years. Here are five...

Thursday, August 1, 2024

The 2024 EBRI Retirement Confidence Survey reveals that while retirement confidence is improving, concerns about inflation and savings remain high, emphasizing the need for proactive financial planning.

Monday, July 15, 2024

Chicago Caregiving Magazine asked me and four other experts to share their advice on funding care and building a secure retirement. Here's a preview of some of the feature article content.

Monday, July 8, 2024

“It ain’t over ‘til it’s over.” Words of wisdom from baseball legend Yogi Berra. And words that Fed Chair Jerome Powell has taken to heart. “Inflation has eased over the past year but remains elevated,” Powell said following the Fed’s...

Thursday, June 6, 2024

We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in court. The emotional toll is immeasurable, with relationships...

Friday, January 5, 2024

After aggressive rate hikes to temper inflation pressures, Jerome Powell and the Fed have hinted that they may be done with Fed Funds Rate increases and expect that multiple rate cuts may be coming in 2024.