Secrets of the Successful – #1

I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful people, some of the most successful people in the country, to discuss their dreams, their […]

Are Annuities for You?

While I sit here, the market is moving as usual and financial writers are having a heyday telling you what to do now. I’m often asked why I use annuities in my clients’ portfolios or why I feel some clients should own annuities. Here’s my answer and an opportune time to explain. Annuities have numerous […]

Spring Cleaning for Your Financial Closet

I suppose it is human nature to want to clean our homes when spring comes. I was reading somewhere that 77% of Americans spring clean. Wow! This means all across the country people are cleaning behind the furniture, washing the windows, washing the drapes, and scrubbing the floor. I admit that I don’t spring clean, […]

Intentional Purposeful Giving

I suppose every day we give. We open the door for the person coming through. We smile at someone walking by. We do an errand for a friend or loved one.  Those are all forms of giving and they benefit us both mentally and emotionally.  But are you intentional about your giving? There is a […]

Do Financial Contradictions Affect Your Life?

We know what contradictions are, but what are financial contradictions? They are thoughts, feelings and actions regarding your investments and financial plans in the short-term that oppose what you set out to achieve with the same investments and strategies over the long-term. Financial contradictions are rooted in unrealistic expectations. Unrealistic expectations about… 1. The market […]