IRA Basics: Understanding Your Retirement Account

Regardless of whether you already have an IRA or are interested and in need of getting an IRA, this blog will provide some helpful information to better understand this investment account. 

A Matter of Perspective and Priorities

What an interesting concept – success. How do we define success? What is our passion?  Are things more important than time with our loved ones?  What is the price we are willing to pay to kiss our child or children and spouse good night?  For me, there was no price. I remain resolute in my decision. I understand the difference between a job and one’s passion or mission. What began as a hobby and a desire to help others is now my full time endeavor.

My Top Five Index Funds

Investors are always trying to beat the market and to time the market, and they continue to lose. Index fund investing has proven over time to be the most successful way to win in the market. I’m here to give you some advice about the top five index funds that you may want to consider for your investment portfolio.

Estate Planning Decoded- The Why, How, and Who

Estate planning is necessary to ensure that assets will be secured for loved ones upon death or incapacitation as well as making sure children, if there are any, are cared for according to the person’s wishes. It does not need to be complicated, but you do want to make sure that it is done properly.

The 8 Reasons You Should Consider a Trust

Trusts are also somewhat of an enigma which often tends to scare people into inactivity, causing even more problems in the long run. So let’s dispel some of the myths about trusts and delve into the eight main reasons why they are beneficial and even necessary.