Financial markets go up. But they also go down, as we have been painfully reminded in 2022. Given what’s already occurred, I wanted to...

A couple of questions for you: When is the stock market going to recover? How high will interest rates go? When will inflation recede to...

A quick question for you: Would it be easier to spend money if you had plenty of it? It seems logical to think that would be the case....

Are you in retirement or wanting to retire soon? If so, this video is for you. In this video, we talk about how to be tax-efficient when...

Did you know tax rates are scheduled to increase in 2026? That's right, in 2026 the income tax provision in the Tax Cuts and Jobs Act...

Being a financial planner is about much more than just investments. Often times our conversations revolve around taxes, estate, social...

I pity investors. Especially those looking to start a new relationship with someone to advise them on their wealth. That’s tough. Any...

If you are like many Americans, you probably have money parked in an old 401(k) plan. Perhaps you changed jobs and your 401(k) was left...

A capitalist system is a peculiar thing. No other economic system invented to date produces opportunities for creating as much wealth in...

If you haven’t heard, the market is down. And when I say “market,” you can almost take your pick: stock market, bond market,...

In 1997, the U.S. Congress passed legislation that gave birth to a whole new kind of retirement account. They called it a Roth account....

In 2021, the percentage of Americans who paid no federal income tax increased to 57% in comparison to 44% pre-pandemic. Covid relief...

If you have a high deductible health insurance plan, there is a valuable tool that can save you tens of thousands in retirement. You may...

Chances are that at some point in your life you or someone you know have had an accident that impacts their ability to work. Whether you...

Are you concerned the government may go back on its’ word and tax your Roth IRA? Watch this video to hear what Justin Lueger has to say...

Do you have a workplace retirement plan? Do you have student loans? Give this video a watch and learn how the Secure Act 2.0 might affect...

Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...

The U.S. House of Representatives recently passed a bill that could affect many retirees and investors 50 and older. "The original Secure...

In my last column, I laid out a simple process for building wealth. It looks like this: 1. Make money. 2. Spend less than you...

Did you know there’s a simple formula to generate tremendous wealth for yourself over time? There are just four simple steps. Like most...