Where’s the Financial Planning?
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.…
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.…
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…
Annuities, Protection for Your Money & Even Adding Value! Frankly, if you own a cellphone and drive, then you know the dangers of texting while driving! Besides the distractions and…
If You Aren’t Exploring Annuities, You are Missing a Possible Great Opportunity!
Mutual Funds vs. ETF’s: Some differences and which is right for you? With all of the choices that investors have, it’s helpful to look at some of the differences between…
“Living Benefits” Life Insurance…It could be a LIFE SAVER!. At Healthier Money, we provide solutions that reduce financial stress. Having living benefits life insurance protection is insurance that you don’t…
Inflation is the continuous rise in the price of good and services over time. In the past with dropping interest rates, consumers have more money to spend because of less…
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…
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…
This is a heart wrencher. Last week Pat was in San Diego and a gentleman he met told him the story of how his mother died. As a family the…