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November 26, 2019
Baby Boomers

Myth Busters: The Baby Boomer Generation

My last Myth Buster article discussed the myths of the millennial generation.  Today I would like to discuss the myths […]
November 19, 2019

Myth Busters: Millennials and Finances

To continue my series on myths in wealth management, I wanted to focus on the millennial generation (those born between1980 […]
November 4, 2019

Myth Busters: Insurance

Insurance… We buy it and hope we never need it. When we need it, it’s never enough, yet when we […]
October 28, 2019

Myth Busters: Income Taxes

The next topic in our series of myths in wealth management is regarding income taxes.  Who doesn’t want to pay […]
October 24, 2019
Busting Myths - Estate Planning

Myth Busters: Estate Planning

We recently introduced a new series on myths in all aspects of wealth management.  The first of the series was […]
September 30, 2019
401k Plan Types

401k Plan Types

Retirement. Almost everyone looks forward to retiring from their job to live out the rest of their life on their […]
September 26, 2019
Watch Out Girls … You could subconsciously be hindering your financial success!!!

Investing for Women … Women Tend to Invest Differently

Watch Out Girls … You could subconsciously be hindering your financial success!!! When I was in college, I learned a […]
September 26, 2019
Watch Out Girls … Retirement Triple Threat!!!

Retirement Planning is Different for Women

Watch Out Girls … Retirement Triple Threat!!! Calling all women!  You face a retirement triple threat, and it’s not the […]
September 16, 2019
Retirement Planning

Retirement Planning

It’s the one thing that everyone should be doing, but not everyone understands. Planning for retirement is essentially planning to […]
September 5, 2019
5 Financial Lessons from the Dallas Cowboys

5 Financial Lessons from the Dallas Cowboys

Fire up the grill, crack a cold one, and dig your jersey out of the back of the closet because […]