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Month: January 2021

Common Retirement Money Mistakes

One of my retired clients is fond of telling me, “Growing old is not for the faint of heart.” As we age, it becomes increasingly important for us to have a support system that will advocate for us, or “have our back.” Putting such a support...

No Free Lunch, No Free Investing

“There ain’t no such thing as a free lunch,” my Grandpa once told me. The adage suggesting you can’t get something for nothing seems to have bitten millions of unwitting investors who used a popular trading platform. This summer, my 19-year-old son...
Prediction! What Lies Ahead for 2021 – Guest Rick Kahler

Prediction! What Lies Ahead for 2021 – Guest Rick Kahler

Prediction ! What Lies Ahead for 2021 – Guest Rick Kahler Investment advice and wealth management strategies to help build wealth and asset protection strategies to help preserve it. Our services allow you to create the financial security you need to enjoy an...

Investment Decisions And Political Passion

“How will the outcome of the U.S. election impact retirement planning, and what actions are you taking now?” Financial Planning Magazine asked 320 financial advisors this question. Nine out of 10 believed the election would have a lasting negative impact...
The Crazy Stuff We Do With Money—Explained

The Crazy Stuff We Do With Money—Explained

THE CRAZY STUFF WE DO WITH MONEY—EXPLAINED January 10, 2021 | Tim Maurer I’ve got some good news. You’re not crazy.  That’s the message of one of my favorite books of 2020, “The Psychology of Money,” written by Morgan Housel and inspired by a popular blog post he...