Archive for January 2021
Know your ABC’s (and D) of Medicare!
Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.
Read MoreMonday Morning Motivation – Refuse
What will you refuse to do?
Read MoreQuarterly Market Review – Fourth Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2020. (Includes the 2020 Annual Review!)
Read MoreMonday Morning Motivation – Choice
What will drive your choices as we go forward in this next year?
Read MoreRolling Your Own Pension – Why You Need to Take Control of Your 401(k)
Pensions are long gone for most of us—but you can roll your own.
Read MoreMonday Morning Motivation – Reform
What do you need to reform in your life?
Read MoreInvesting with Faith over Fear
As 2020 has closed, I hear many people discussing their hope in the new year. We all have choices! What would it look like to invest with faith over fear?
Read MoreMonday Morning Motivation – Release
What do you need to release in your life?
Read More“Where Did That Mutual Fund Go?”
Active management has yet another dirty little secret. Read on to find out what it is.
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