Networking: 5 Tips to Help You Networking
Think 5 When It Comes to Networking 5 TIPS TO HELP YOU BE MORE EFFECTIVE AT NETWORKINGIn 2019 (prior to COVID) I went to over 90 in-person networking events. 90! If you travel back in time some 20+ years ago when I started in financial services I couldn’t fathom even going to 1. Why? The […]
Charitable Gifting Part 1
Charitable Gift Annuities This week is all about donors. And today is about charitable gift annuities. if you’re thinking that a charitable gift annuity might be right for you, or you’ve been thinking about ways you can make donations, then let’s spend a little time going over the basic of how donors set up charitable […]
The Secret Cost of Pets
Should You Have Pet Insurance? IS PET INSURANCE WORTH IT?Pet insurance is definitely worth it if you have a pet from a breed with a predisposition to chronic illnesses. Generally, the younger your pet when you obtain the insurance, the lower the premiums and deductibles will be. Pet insurance can also be a good idea if […]
Creating A Paycheck In Retirement
Begin WIth A Positive Mindset And Plan For Flexibility Don’t Fall for the Law of Scarcity Even the most optimistic person can develop a limiting mindset upon entering retirement, regardless of how much money they have accumulated. What is a limiting mindset? It basically means that you see resources and opportunities as scarce in nature. “I […]
Taking Your Dream Vacation
5 STEPS TO GET YOU TO YOUR DREAM VACATION Let’s face it, everybody has some place that they dream of going. Right now it may be nothing more than a spot on your bucket list (if you have one). And we know that for some of us the thought of being able to afford to […]
Taking Your Dream Vacation
Safety Steps When You Go Away Yay – You’re Going Away!But before we pack up the station wagon and take the family out on the “Holiday Road”, let’s make sure we are prepared. Travel safety begins before you even leave the house. From making sure your home is secure to brushing up on travel restrictions wherever […]
IRA Mistakes To Avoid
SECURE ACT Changes to IRAs You Should Know… The SECURE Act took effect Jan. 1. The changes to IRA provisions, set forth below, may impact any number of types of IRA (e.g., traditional, Roth, inherited, deemed, Simple and SEP). Post-Death Minimum Required Distributions Accelerated—Elimination of the Stretch IRANew Rules: In general, distributions after death of the […]
IRA Mistakes To Avoid
Required Minimum Distributions(RMDs) & What To Do The body content of your post goes here. To edit this text, click on it and delete this default text and start typing your own or paste your own from a different source.
Do I Need A Will?
Who Needs A Will Anyway? WHO NEEDS A WILL?We know what you’re thinking; I’m young and single—I don’t need a Will, right? Maybe. Here’s a quick look at who needs a will and who can get away without one (for now).What does a Will really do?If you pass away and have a Will: Your property and […]
Saving vs Spending
Trying to find the balance: Do I spend for today or save for tomorrow? The battle that we wage Should I spend money today (to enjoy life) or save for the future? This is a common dilemma faced by most people. The amount of money you have is (sadly) limited. Naturally, you have to decide whether to […]