Dec 14, 2022 | Uncategorized
Before I introduce you to Bob and Timmy, let’s start with a quick history lesson on retirement in the United States, shall we? The pension plan was first introduced in the US in 1875. As time progressed, pension plans were offered by more and more of the bigger...
Dec 5, 2022 | Uncategorized
This is one of our most common questions. In a nutshell, it really comes down to overall costs and who is doing the work – The Advisor or the client. Some will argue that money is so complex, that it is well worth it to leave it to professionals, pay the cost...
Nov 27, 2022 | Uncategorized
Ahh….it’s that time of year – The Holidays. If you’re like many people, the Holidays can be stressful. Traveling to see family and friends, finding the perfect gifts for loved ones and Christmas shopping. If you’re smart, you’ve...
Nov 23, 2022 | Uncategorized
Not your typical blog post, but being that my audience has a lot of military, I feel the need to put this out there to help others understand the ass pain of transition. Any transition in life is a process. Whether it’s from the time you start driving, to the...
Nov 22, 2022 | Uncategorized
What’s your purpose? How do you find it? These are some of life’s hardest questions. Some will spend their lifetime trying to find it through work, while others never do. But what about those who did find their purpose? Were they just born with it? Did...
Nov 20, 2022 | Uncategorized
What does this mean? The traditional mindset toward work is to get a job when you’re in your early 20s, work 40+ years in a job you don’t like, during the best hours of the day, during the best days of the week, during the best years of your life, top buy...
