facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Thoughts from the Founder


The Best 117-Year Investment Asset Thumbnail

The Best 117-Year Investment Asset

A recent bankrate.com survey of 1,000 Americans asked what was their preferred investment for money they would not need for more than 10 years. The answer - real estate. The results were interesting as this is the EXACTLY incorrect answer to the question based on 117-years of market data.

Read More
All About Your VA Disability Claim Thumbnail

All About Your VA Disability Claim

One of the more important items on a Military Retiree's To-Do list is his/her VA Disability Claim. This process can have a profound financial impact on military retired pay, thus it deserves the keenest attention to detail.

Read More
Is VGLI a Good Deal for Military Retirees? Thumbnail

Is VGLI a Good Deal for Military Retirees?

A military retiree must confront a bevy of issues during transitions. Among the seemingly endless programs and opportunities presented is the Veteran's Group Life Insurance program. While somewhat similar, this program differs substantially from the more familiar Servicemembers Group Life Insurance program.

Read More
529 Plans: A Premier College Funding Option Thumbnail

529 Plans: A Premier College Funding Option

The recent changes in the Income Tax Code have impacted many financial planning strategies. One of the happier outcomes has been the treatment given 529 Plans. Simply put, these plans are a premier way to fund educations expenses.

Read More
Income Tax Considerations Prior to Year End Thumbnail

Income Tax Considerations Prior to Year End

Most people start to tackle Income Taxes after the New Year. For some tax-related transactions, this is adequate. For others, it is too late. So there are indeed some items you can shore up now, especially before Holiday Season kicks into high gear.

Read More
Check the background of this firm/advisor on FINRA’s BrokerCheck.