Creating a Strong Retirement

Today I’m going to talk to you about being broke. More importantly, NOT being broke. After 27 years of working with seniors, I’ve been in homes where it’s just… it’s sad. I’m talking about mainly the Baby Boomer population. These are folks were taught to throw their money into the future and their 401Ks, or […]

giving thanks

The Power of Gratitude

This time of year always makes us stop and take a moment to appreciate the abundance that we have in our lives and to express our gratitude for those who make our success possible. Giving Thanks Thank you are two of the most powerful words in the English language. Most children are taught to express […]

healthy retirement

Creating A Strong & Healthy Retirement

Let me tell you a quick story about a healthy retirement. Over the past 27 years, I’ve asked my clients if they could go back and do it over again, what would they do differently? Well, the number one answer that would come up would be, I would’ve taken better care of my body. Money […]

circle of wealth

Your Circle of Wealth

I want to talk to you about your circle of wealth. We all have a circle of wealth, and what do we want to happen to our circle of wealth? We want it to grow! What’s the first thing that comes to your mind’s eye to make your circle of wealth grow? Some people say, […]

earning potential

What Is Your Earning Potential

Your Greatest Asset is Your Ability to Earn Money. The biggest asset that one has is their earning potential over their lifetime. What I have found is that, especially with the young people right out of college, they get these great degrees from these schools and the jobs out there, the job sector in our […]


Answering Your Biggest Concerns About Medicare

I’d like to talk to you about when to sign up for Medicare and if you need to sign up for Medicare. That’s the questions that I get asked the most when it comes to people getting around the age of 64. You are actually eligible for Medicare the first day of the month that […]

losing money

How to Avoid Losing Money

Have You Ever Lost Money? Well, I have and I don’t like losing money. Over the past 27 years, I’ve helped my clients avoid losing money. There’s usually about five areas where people lose money unknowingly and unnecessarily. How you pay for your mortgage. You have a 30 year mortgage, you have a 15 year […]


Do You Have Enough Money to Retire?

When it comes to retirement, what I have found is most people don’t know what they really should be doing in order to have the same lifestyle when they retire as what they do now. How Much Money Do you Need? A good place to start is by asking, “How much money do I need […]


Are You Actually in Control of Your Money?

Let’s talk about putting yourself in control of your money. We all have to deal with financial institutions. And all financial institutions have rules. Do they teach you the rules? No. We have to learn as we play, and unfortunately we can lose thousands and thousands of dollars by learning the rules as we go […]