Income in Retirement

As retirement planners, in the ideal scenario, we suggest you have multiple sources of income and that some of it is guaranteed. The retirement plan industry agrees and they are taking steps to move in that direction.

The Money Talk For Newlyweds

How to have the “money talk.” Tips for new couples as wedding season approaches. Check out this week’s segment of Mike on the Money on WYFF News 4.

Riskalyze Tool

Did you know our firm utilizes Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals?

The Power of Agency

I have been thinking a lot about agency lately. Oxford Dictionary defines it as “an action or intervention, especially such as to produce a particular effect”. A sense of agency refers to “the feeling of control over actions and their consequences”.

Winter Reckoning

Take a moment to acknowledge that we’ve been through a lot. Covid, cultural and political turmoil, a land war in Europe? Life happens fast, and a lot of what happens isn’t under our control.

Making Resolutions A Reality

Need help making those financial resolutions a reality? Watch the latest “Mike on the Money” on WYFF News 4.


This morning I attended a yoga class. The teacher, who guides our practice, always has an important message for us. Today, she said that you cannot destroy energy, nor can you create it. Energy moves, it shifts. We can move energy in our bodies, our minds, and ultimately in our lives. I had several conversations this week, and they all had a similar thread. Life happens. Relationships come and go, health improves and declines, money is gained and lost, and our mental state, whether that of joy, happiness, sadness, or anxiety, comes and goes as well. It shifts. Experiences and feelings are never destroyed nor created from nothing. They shift around.

Holiday Gifting Without Going Broke

Mike Giordano discusses strategies for shopping without blowing up your budget. Check out this week’s segment of Mike on the Money on WYFF News 4.