As a financial planner we deal with all types of people in different walks in life and in different stages of their life. From the 25 year old who just started their career to the post retiree. They both have... Read More
As we said in last episode, everyone has the ability to create wealth. It happens all the time people look at their retirement account and see this great sum of money but when its time to retire, Uncle Sam comes... Read More
Many people have looked at their accounts for the past couple of months and have been pleasantly surprised to see how well the market has been doing. As we all know, all good things must come to an end and... Read More
The stock market is like a living breathing thing, it goes through different life cycles. It goes up and it goes down, it can be difficult to predict. Today Crystal discusses the market life cycle and the different factors that... Read More
Final Part of Series!!!! Most people want to retire sooner rather than later. Almost everyone wants to have millions come retirement, many people think it has to do with the amount of money you make. Today Crystal runs through simulations... Read More
FINAL PART OF NEW SERIES!!! September is here and Annual Enrollment for your company benefits are right around the corner. It’s the time of year where you have the ability to choose your company benefits for the year. Today George... Read More
3rd PART OF NEW SERIES!!! September is here and Annual Enrollment for your company benefits are right around the corner. It’s the time of year where you have the ability to choose your company benefits for the year. Today Crystal... Read More
2ND EPISODE OF NEW SERIES!! September is here and Annual Enrollment for your company benefits are right around the corner. It’s the time of year where you have the ability to choose your company benefits for the year. Today Crystal... Read More
NEW SERIES ALERT!!!! September is here!! Summer is winding down, kids are going back to school and the Holidays are around the corner. It’s the time of year that families start to think about their child’s future college expenses. Today... Read More
PART THREE OF NEW SERIES!!! Ever wonder what a financial comprehensive plan is and what it entails? Today George will discus what a comprehensive plan is, what we look for as advisors and how you can create your own plan.... Read More
