There is no doubt we are in unique times and uncharted territory! To put this into context, over 47 million people voluntarily quit their jobs in 2021. In total, 68.9 million either quit, were laid off, or were discharged. According to the Bureau of Labor Statistics, in December 2021 alone, 4.3 million Americans quit their jobs, down slightly from the…read more →
Your credit score is one of the most important measures of your financial health! I have found that few advisors have a handle on how to coach their clients to improve their credit scores. There are ripple effects to having good or poor credit. The better your score, the easier you will find it to be approved for new loans and or…read more →
You do not need me to tell you these are crazy times! They will be talking about 2020 for many years to come. Although the last 6 COVID-19 pandemic-months have been long; in a way, blink your eyes and it is already the 4th quarter of 2020. What does this mean financially? There are MAJOR OPPORTUNITIES AVAILABLE for ALL…read more →
You don’t need me to tell you that this country is upside down right now. There has never been a more important time to think clearly and adapt to the current situation. With 40 million unemployed and another 10 million not seeking work, many are in a “financial” survival mode. One in three Americans have yet to receive their unemployment…read more →
Request a FREE Consultation with the Insurance Doctor Here You just finished watching the latest installment of House Hunters on HGTV and begin to think to yourself why not me? Purchasing your first home is not only the American Dream, for many young Americans it signifies a real transition into financial adulthood and responsibility taking on potentially the largest debt you…read more →
You just got married, but you may not have realized that your money did as well. One of you is a spender and one is a saver! How in the world will you make it work? Especially now that many people are getting married in their 30’s and 40’s for the first time, what should you be doing money wise?…read more →
Following these 5 tips can save you money in 2016! Whether you are an individual and/or business owner, the following 5 tips can save you money in 2016! Maximize 401K deductions for 2016: Unlike IRA’s and SEP’s, 401K contributions can only be deducted in the tax year they are deposited. Taxpayers should check their pay stubs to make sure they…read more →
Six out of ten American’s will make some type of financial based New Year’s resolution for 2016. Usually there’s a triggering event like receiving your December 2015 credit card bill or spousal pressure to name two. Follow these tips; Consolidate Financial accounts: Close 1 or 2 existing financial accounts that you are not tracking or have insignificant monies in. This will…read more →
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