How to Road Trip Like the Good Old Days

Are you gearing up to get in one more trip or vacation before the weather takes a turn for the “brrrrr effect”? Some of the best memories I have are from family road trips back in the day. Whether you can recall the station wagon or nostalgic minivan experience, it seems like road trips just …Read More


Retirees Biggest Regrets

I’ve been in this business for quite some time now. Over the years, I’ve seen thousands of individuals and couples and all of them have had a different story or tune that was unique to them. From the good and the bad I began to realize the similarity between the feelings and concerns I was …Read More


A Math Formula that Could Sink Your IRA or 401(k)

Having enough money for retirement is a difficult enough challenge. To make the situation worse, many Americans will run out of money in their 401(k)s and IRAs faster than they think, because of a math formula they never teach you in school. For example: Tom and Mary want $100,000 from their IRA to support their …Read More


Cashin’ In For Fall

It’s that time of the year! The seasons are changing once again and whether we are ready or not, it is time to say goodbye to summer. And, when one change occurs, such as a change in seasons, it often sparks other changes to follow. Of course, for me this meant thinking about how our …Read More


The Financial Dating Game

After I got home from a long day of running around, I decided to hit the off-switch, “veg” out a bit and turn the TV on. As I was flipping through the channels, I started to notice just how many dating shows are out there nowadays. Then I started to think how much, over time, …Read More


What’s Your Number?

I’m a huge fan of the show Shark Tank. It’s so much fun to watch the presentations given by passionate business owners and entrepreneurs using gimmicky tag lines and excitement, mixed in with a dose of nerves, to pitch their business idea to a group of successful venture capitalists. What’s even better in my opinion …Read More


Old Heirlooms to Appraise?

Could you imagine yourself finding an old painting in the attic one day and the next thing you know, you’re on an episode of Antiques Roadshow? I find it so fascinating to see old treasures and family heirlooms being appraised. It’s mesmerizing to watch and listen to the appraiser rattle off detailed and historically-specific facts …Read More


5 Home Gadgets that Save Money

If you’ve ever owned a home, then I am sure you already know how quickly the costs of owning and maintaining your place can add up. Nowadays, companies are using technology to provide homeowners with products to simplify their lives and save them some money but it’s easy to get lost in articles and reviews …Read More


Simplify Your Life

Do you ever feel like you’re overwhelmed and overloaded? Do you have a ton of things happening all at once? Is your to-do list overflowing and continually growing longer? If so, you’re in luck because if you didn’t already know, the first week of August is national ‘Simplify Your Life’ Week! So the question here …Read More


Will Your Tax Bracket in Retirement be Higher or Lower?

Be careful. Are you sure of your answer? Most people say “Lower”, but in reality, things can occur that often keep your tax bracket the same or even increase. What causes this to happen? The loss of all the deductions you experienced during your working years. Let’s take a look at the top 4 deductions …Read More