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Clearing The Air On Using A Market-Based Annuity &Raquo; Annuity 1024X686 1

Clearing the Air on Using a Market-Based Annuity

I have never seen so much confusion and negative conversation about any financial product in my 30 years of being a Financial Advisor–the market-based annuity. This article is meant to shed some light on when an annuity could work for your retirement plan while also addressing its downsides.  Given the hundreds of annuities available to […]

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Taking Advantage Of Being An “Accredited Investor” &Raquo; Advisor2 2 1024X686 1

Taking Advantage of Being an “Accredited Investor”

The Securities and Exchange Commission defines an “Accredited Investor” as an individual who meets the following criteria: $ 200,000 of individual income in each of the past two years. $ 300,000 of joint income in each of the past two years. Anticipation of similar or higher earnings in the future. $ 1,000,000 of financial assets […]

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Do You Forgive? &Raquo; Img 7585

Do You Forgive?

Forgiveness.  Ugh.  We are told we are to forgive.  We are told we aren’t being kind if we don’t forgive.  But you have been hurt.  And sometimes forgiveness doesn’t come.  Sometimes you just walk away with that hurt. What do you do when you’ve been dumped, broken up with, or left?  There’s a whole bunch […]

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Common Reasons Why Small Businesses Fail &Raquo; Screenshot2023 09 07At6.32.03Am

Common Reasons Why Small Businesses Fail

Image credit There is no denying the benefits of being a small business owner. You are in charge of your operations, you don’t have to subject your ideas to external scrutiny, and you can build wealth. Moreover, your establishment can provide jobs to others in your community. However, the reality is that many small businesses […]

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Controlling smart home devices with Alexa

Seniors can use virtual assistants like Alexa to control smart home devices, such as lights, thermostats, and security systems. Here are some examples of smart home devices that can be controlled with Alexa: 1.               Philips Hue Smart Bulbs: With the Philips Hue skill, seniors can control their smart light […]

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