The Second Toothbrush: The Hidden Cost of Owning a Second Home
But there’s a lesser-known cost that tends to sneak up on people. I call it “The Second Toothbrush.”
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9 Lessons I learned from my Dad
My father was called home to be with God 9 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 72nd birthday. There ...
Knock, Knock! It’s the “Backdoor” Roth IRA
In my year end planning with clients there is a topic that is discussed often, IRA contributions. Should they contribute to their Traditional IRA, should ...
What’s In An Auto Policy?
It is almost impossible to turn on the TV or listen to the radio and not see or hear an ad for auto insurance. Just ...
5 Things That May Be Causing You to Pay More for Auto Insurance
Collision Coverage and What Car You Drive This is the most expensive part of the policy. The insurance company knows that they are the ones ...
5 Investment Themes of a Biden Administration
The Associated Press has declared Joe Biden the winner of the 2020 election and expected to become our 46th President in January. This means a new ...
Umbrella Insurance – Don’t get caught in the rain!
We find that umbrella insurance is one of the most overlooked, least known insurance policies from clients we work with. They know about basics of ...
Can your home or auto insurance stop you from retiring on time?
Why is my home and auto insurance important? We often find that most clients neglect the role their home and auto insurance play in their ...
2020 Election and Your Investment Portfolio
The “Questions” we are getting Just as in 2016, we are fielding many questions about the elections. The questions come in the form of the ...
3 Common Mortgage Refinance Questions
Given the current historic low interest rates, we are getting these three questions a lot: Should I be refinancing my mortgage right now? Do I ...
The DOW Has Made Changes, What Does This Mean?
News hit recently that the Dow Jones Industrial Average (DOW) has made changes to its lineup of stocks for the first time since 2018. The ...
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