Be Politely Paranoid
Throughout the year, we’ve had many questions about protecting your personal information and identity. Recently, I attended a webinar hosted…
The iPhone 15
Why Elections Don’t Influence Investment Decisions Hard to believe, but it has been more than 17 years since Steve Jobs…
What Happens if Nothing Happens?
Expiration of the TCJA (aka ‘Trump Era’) Tax Cuts Next Year Starting in 2018, the Tax Cuts and Jobs Act…
New Year, New Resolutions?!
Resolutions, really? I know, I hesitate to even bring them up. But it is a new year, and we’ll certainly…
2025 – A Quarter Century of Returns
With the start of a new year, we are closing out a quarter century which saw some of the worst…
Social Security Scam Alert
On March 7, 2024, Social Security held their “National Slam the Scam Day.” It’s clear that if Social Security feels…
Tracking Down Missing Life Insurance
Did you know that according to the National Association of Insurance Commissioners (NAIC), millions of dollars in life insurance benefits…
Asset Protection – For Everyone
Asset protection is a fancy way to talk about risk management, which is another fancy word related to insurance. Maybe…
Give Me Some Good News
I was once on a flight from Nashville to Denver. It was a cloudy day—dark, dreary, with a little rain….