Broker Check

Blog

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Friday, April 23, 2021

Quark is a Star Trek character who at his core, is someone who always finds a way to make a profit while his internal character and relationships evolve. I can relate! And I love the writers representing in Quark some of the best of...

Wednesday, April 21, 2021

Goal Oriented, "Secular" mindset The extreme political polarizations the last couple presidency's has been a challenge, more importantly, our culture's dysfunctions remind me to have YOUR goals as my priority, and to be "secular"...