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Read more about the article Where’s the Financial Planning?

Where’s the Financial Planning?

  • Post author:Pat
  • Post published:August 20, 2021
  • Post category:Financial Planning
  • Post comments:0 Comments

Lately, I have been surprised by many people’s lack of financial planning from the misguided opinions, lack of knowledge or inability to consider other pieces necessary for a strong plan.…

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Read more about the article The Myths of Long Term Care

The Myths of Long Term Care

  • Post author:Pat
  • Post published:June 29, 2021
  • Post category:Long-Term Care
  • Post comments:0 Comments

The myths of Long term care While I was on vacation recently, I received 2 panicky phone calls from clients that had to make arrangements for loved ones because of…

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Read more about the article Student Loan Consolidation, Know Your Facts

Student Loan Consolidation, Know Your Facts

  • Post author:Pat
  • Post published:June 18, 2021
  • Post category:Student Loan
  • Post comments:0 Comments

According to studentdebtrelief.us, student loan debt is reaching an all-time high over $1.5 trillion. More importantly is that the average student loan is over $37k, with almost 60% of graduates…

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Read more about the article Saving $5 A Day

Saving $5 A Day

  • Post author:Pat
  • Post published:June 2, 2021
  • Post category:Financial Strategies
  • Post comments:0 Comments

Just Saving $5 a day Could Change Your Life! What if you could improve dramatically by simply saving just $5 a day?  Changing your mindset, being less financially stressed-out, making…

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Read more about the article To Sell or Not To Sell

To Sell or Not To Sell

  • Post author:Pat
  • Post published:May 24, 2021
  • Post category:Stock Market
  • Post comments:0 Comments

To Sell or not to Sell; That's the question? We know that the stock market has been crazy and today is just another example. Over the last month, we have…

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Read more about the article Stocks and Taxes

Stocks and Taxes

  • Post author:Pat
  • Post published:May 14, 2021
  • Post category:Financial Strategies
  • Post comments:0 Comments

How Will Stocks Affect Your Taxes  I have been meeting lots of people lately that are frustrated by all the additional taxes that they have to pay from owning mutual funds last year. Some who…

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Read more about the article Notre Dame vs. Clemson · Americans United

Notre Dame vs. Clemson · Americans United

  • Post author:Pat
  • Post published:November 9, 2020
  • Post category:Communication
  • Post comments:0 Comments

It's not about sports, but what sports does for us as people. It doesn't matter if you're a football fan, the purpose of this is to highlight how events unify…

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