Child financial mistakes

How to Save Your Children from Financial Mistakes

Pressure from social media & society can cause poor…


Fourth Quarter 2021 Investment Market Review

Fourth Quarter 2021 Investment Market Review

Take a look at our fourth quarter 2021 Investment Market…


Retire after refinancing

How to Retire Without a Mortgage After Refinancing

How to retire without a mortgage after refinancing. Rates…


Charitable Giving Strategies 2021

How the 2021 Tax Bill Might Kill Charitable Giving Strategies

Does the recent tax proposal kill charitable giving…


whole life insurance good

Is Whole Life Insurance a Good Idea?

Is the decision to purchase whole life insurance a good…


Working While Taking Social Security

Taking Social Security While Working

Can you take Social Security while working? Here are some…


Pay Off My Debt or Invest?

Pay Off Debt or Invest?

Should I pay off my debt or Invest? Today we are talking…


inflation news

Inflation news, tax bills, & more: Cut Through The Noise

This week Anthony Saffer and Alex Okugawa discuss inflation…


Financial advisor traits

4 Financial Advisor Traits to Look For

Who you trust with your life savings is a big decision. But…


Is a Roth Conversion Right For You?

Is a Roth Conversion Right For You?

Is a Roth Conversion Right For You? Smart investors know…