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May 22, 2020

The Motley Fool says, if you don’t have a tax strategy, you may be sabotaging your retirement. That’s a strong statement. Do you agree?There is always someone (Uncle Sam, Wall Street) trying to get their hands on your retirement money. Having a financial plan gives you the ability to say, more for me, less for...

Apr 24, 2020

With so much doom and gloom surrounding us today, lets take a look at the positive side of things.

Since being quarantined for nearly a month, we have had a lot of time for projects around the house, organizing closets, and catching up on our favorite tv shows. But, what about improving and organizing your...

Apr 17, 2020

On todays episode...

  • Taxes will most likely go up, what can you do now to prepare?  How will stimulus plan impact future taxes?
  • Can we really recover from this market crash?
  • For those recently retired or about to retire, how has this market crash changed their plan?
  • Annuities used to be a dirty word, well… if you...

Mar 30, 2020

With the recent market volatility due to the effects of the Corona Virus, this has a lot of people wondering what will happen next? John shares an editorial that he felt is helpful to us all. [READ EDITORIAL HERE].

To contact John - click here!   



Mar 16, 2020

We recently had our biggest single day drop in 30 years. Where do you stand? Do you know how much risk you are taking in the market? Could you possibly be leaving money on the table? The most important question - ARE YOU PROTECTED? 

Somethings in life we can control, others - not so much. You CAN control your emotions...