5 Tips for Managing a Sudden Financial Windfall
As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands by 2026.
Exposing the Top 7 Social Security Myths
Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully understand these benefits.
Sometimes boring is good!
Please take a minute to watch me try and spice up a very boring video which provides an economic update. As you’ll hear in the video, sometimes boring is a good thing, especially after the historically tumultuous December and January we witnessed in the markets.