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Sep 11, 2020

What would you be willing to sacrifice in exchange for retiring ten years sooner than planned?  According to a new Finance-Buzz survey, a third (32%) of Americans would give up shopping for two years.  A fourth (26%) would agree to quarantine for an additional six months.  And 8% would even give up the family pet!  What...


Aug 28, 2020

When you leave a job, what should you do with your 401K? Do you leave it where it is? Cash it out? Roll it over to some kind of investment?

Believe it or not, there are a few options - really depends on where you are on your road to retirement and what you want to get out of it. You can do nothing, you can put it in a...


Jul 31, 2020

2020 is being called the year of "cancelled." Graduations, vacations, weddings, professional spots and even this upcoming in-person school year, CANCELLED. While we are all adjusting to this cancelled culture and the never ending pandemic, John explains why it's important to remember that you're retirement is...


Jul 20, 2020

Lets face it, 2020 has been a CRAZY year already. With much uncertainty in the air, we will soon enter into the political season as a tense election is on the horizon. There’s a lot of talk about how the November elections might change the amount of taxes we owe.  Is there anything we can do to prepare for...


Jun 26, 2020

Ever feel like Uncle Sam is a little TOO greedy? What if there was a way you could live tax free? Yes TAX FREE! Plus, did you know you could be paying unnecessary taxes? 

John explains how having a tax strategy is key to living tax free. And, why its important on some accounts to pay the tax now, not later. 

Call John...