Talk Money Day: How to Have Impactful Conversations
Money Talk Day – how to have impactful conversations with your loved ones. And why it may be helpful to get started on some New Year’s resolutions today. Catch this week’s segment of Mike on the Money on WYFF News 4.
Calming Solutions to Common Financial Fears
Spooky season is here. But, let’s flip the script & give you calming solutions to some common financial fears. Watch this week’s segment of Mike on the Money on WYFF News 4.
Shoring Up Your Retirement Plan
Shoring up your retirement plan. Catch this week’s segment of Mike on the Money on WYFF News 4.
Developing New Ideas At FutureProof
Our team is committed to developing new ideas, new ways to serve our clients. So we went out West in search of….no, not gold…but golden nuggets of knowledge. We found plenty at an evolutionary wealth festival called FutureProof.
Creating a Caregiving Plan
You’ll want to have a plan to help an aging loved one live as independently as possible. That’s what we tackle on this week’s segment of Mike on the Money on WYFF News 4.
Higher Interest Rates for Longer (And What to Do About It)
We see some storm clouds gathering as “higher for longer” interest rate era plays out. Over the past 3 months, we have had an enormous selloff in long term fixed income.
Higher Interest Rates Will Eventually Catch Up to the Economy and the Markets. Buy Bonds!
The real-world situation is not bad. Growth actually seems to be picking up at the moment. We have a bit over 2% GDP growth this year. However, we’re highlighting some of the risks in the environment over the coming year.
Book Review on “The Psychology of Money” By Morgan Housel
You can be extremely smart and have a hard time learning new behaviors. In this book, Morgan Housel tells stories to help us rethink how we interact around finance, 19 of them. It is important to know our own money story as it heavily influences our behaviors around money.
Creating Retirement Tax Strategy
Creating a retirement tax strategy to maximize every dollar you’ve saved. Watch this week’s segment of Mike on the Money on WYFF News 4.
Overwhelmed With Your Financial Life?
Are you overwhelmed keeping up with your finances? Let’s help you get your money straightened out. Watch this week’s segment of Mike on the Money on WYFF News 4.