Dr. Frank Luntz on Just Don’t Lose the Money Radio!
We have a very special guest joining us this Sunday, August 10th, on Just Don’t Lose the Money Radio – Dr. Frank Luntz!
IRS Scam – Beware!
We want you to be aware of a scam that is going on right now. People have been receiving threatening calls from someone posing as an IRS representative.
A Client’s Perspective
Our phones ring everyday with people asking for our help. They’re worried about retirement and want to make sure they’ve got enough income to last the rest of their lives. And we are always here to help them.
The Million Dollar Question: Will There Be Enough?
While driving to work last week, I heard a study that Bank of America conducted on the “mass affluent.” These are the people with $50,000 to $250,000 in savings. Their overall major worry is that they were ill-prepared for retirement, yet strangely enough, they were unwilling to change their current lifestyle in order to add […]
Thinking of Downsizing? Don’t Miss My May 18th Show!
Are you considering paying off your mortgage or refinancing? Or selling your house and downsizing into something smaller? These are just a few of the many issues retirees face when it comes to their homes.
Will the Bubble Burst, Again?
Among the many articles I read on a daily basis, one in particular caught my eye today. Money pros predict a sharp market bubble in the next twelve months. Read it here.
How To Turn a $1 Into $2, and Take Care of Your Heirs
I think we can all agree that many things are tougher for the younger generation. There is no guarantee they will get a job, even after graduating from a good college. For those just starting out, home ownership will be even harder.