
Does Your Money Do This...Part 1?
"One of the greatest pieces of economic wisdom is to know what you do not know" ~John Kenneth Galbraith In 2010, I began learning about financial vehicles that could protect my retirement nest egg while earning respectable growth. The 2008 financial meltdown is what led me to wanting to learn more, become licensed, and the desire to pass this information along to others. One of the resources that helped me the most as I was learning was coined the "Test of Ten". It asks ten

Okay Boomer!
Yesterday, I began the journey of becoming my own client by applying for Medicare. For ten years, I have been educating and guiding other (mostly) Baby Boomers through the process, avoiding pit falls, and what I call the "Medicare Maze" without the benefit of having done it for myself. Now that I'm officially in my "Initial Enrollment Period", it's time to get it done. If you are getting ready to turn 65 this year, and you don't plan to retire from a job that provides excelle