News You Can Use

We share current events and news impacting your money.

Circle of Wealth

Retirement Ready or Not

You May Not Be Saving Taxes

Everything You Know You Think is True

Wealth & Wisdom

Money Matrix

Transfers of Wealth

The Next 3000 Days

College Funding

How Will I Pay for College?

Golf & Your Money

Drive for Show & Putt for Dough

Avoiding the Hazards

The Club vs. the Swing


Health Care: What Lies Ahead

In 1960, the average American spent about $147 a year on health care expenses. In 2017, that number was $10,739. In the ’60s, the health care industry represented 5% of GDP. In 2017, it was nearly 18%.1 Unfortunately, annual incomes have not increased on par with this particular cost of living. As a result, more…
Read More


Newsletter: July/Aug 2020

News You Can Use America’s Job Crises: Past and Future Even before the mass layoffs caused by the COVID-19 coronavirus pandemic, companies were having a hard time keeping workers employed. That’s because, in recent years, plentiful jobs have offered employees more options to jump ship if they weren’t happy. In August 2019, more than 4…
Read More

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 203.878.4598.