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Spending and cash management is important to building sound financial futures. I’ve summarized below a great article and concept you may enjoy. Give it a try and let me know how it worked for you!

As a new grandfather, I’m looking forward to becoming the Tooth Fairy, Santa Claus, and Patron Of Presents for my grandson. Back in the day, a visit from the Tooth Fairy might mean a 50-cent piece or a silver dollar under your pillow. But with time (and inflation), the question becomes: what do you leave […]

You insure your home, car, and health—but have you considered how well protected your retirement is? Rising health care costs, inflation, market fluctuations, and longevity risk can all impact your financial security in retirement.

Retirement can feel distant, but the steps you take today play a critical role in your future financial security. Are your savings on track to meet your goals? Have you reviewed your investment mix, Social Security strategy, and potential tax impacts?

It’s been a very volatile month. Tariffs have been in the news as they’re being negotiated to modify the world’s trading system. You may have lost some money, then made some money this month. But have you really lost or gained anything?

Won’t it be fascinating to review Ft. Knox? Will all the gold be there? No matter, 2025 is turning out to be as volatile as we thought. Diversification and Hedge Gold and Silver traditionally have an inverse relationship with the dollar and stock markets and thereby allow for portfolio performance when other paper areas, like […]