Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Saturday, May 11, 2013

oh, see the storm is threateningmy very life todayif i don’t get some shelteryeah, i’m gonna fade away These lyrics from the famous English rock band say so much. In our business of helping clients with their personal...

 

Saturday, May 11, 2013

“I did NOT have Three Thousand Pairs of Shoes…, I had One Thousand and Sixty” This quote from Imelda Marcos strikes many as one of the pinnacles of opulence in our time. It strikes me as an example of how a...

 

Tuesday, March 19, 2013

You know you shouldn’t, but you do. You procrastinate. It might be a function of too much to do, a bad behavioral habit, or simply a lack of education on what procrastination really costs. Let’s say you pick up a bad dose...

 

Tuesday, March 19, 2013

Spring time is amusement park time. As a kid, how fun was it to run into the park, grab some cotton candy and chocolate milk before your parents got your day organized? Then it was off to the rides. A drive around the Autopia, a ride...

 

Tuesday, February 12, 2013

This month I wrote about the anxiety many people feel towards their financial future. I shared that most families don’t have much of a plan and worry about things out of ignorance. With a plan in place, a family knows where they...

 

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Tuesday, February 12, 2013

Can you answer the four toughest questions in your personal finances? To live the retirement I want: How much do I need to save each year until retirement? How much rate of return do I need to earn on my savings? At what age can I stop...

 

Wednesday, January 9, 2013

Warning, I’m about to share my observations about how your hard earned savings and the US tax code interact. At the very mention of the word “tax” I need to state up, front that I am not a licensed tax professional...

 

Wednesday, January 9, 2013

In this month’s “Mark’s Corner”, I posted an article about the interaction of taxes and retirement savings. I pointed out the benefits of saving in either a tax deferred or tax free environment. I also pointed...