Welcome! We think the world of finance should be easy to understand and apply to your life. Browse around; we have topics from investing, good money mindset, how to's and checklists to wealth management, retirement readiness and travel tips! If you have a topic you'd like to read about, let us know!
Happy learning,
David & Gina
Tuesday, August 9, 2022
Since there is no exact timeline on how long we will live or what our future may hold, it’s understandable to have questions and concerns about the road ahead. Whether you are already retired or just beginning to consider...
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Wednesday, July 27, 2022
There are so many great books about modern-day investing, but what about those on the history of the market? This article highlights seven books from which you can learn a lot about the history of money and investing to understand how...
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Wednesday, June 22, 2022
Living trusts are created with a clearly defined objective: to avoid probate.Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are...
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Thursday, June 9, 2022
It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in the...
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