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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry, life financial planning tools & tips, or emerging trends, you can read about it here. And once in a while, we may throw in a surprise. So keep checking in. We’re glad to have you reading along. 

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Tuesday, February 11, 2020

Many years ago, I (Josh) took my wife out for a coffee. What was supposed to be a fun little date went south fast: “I’m sorry sir, your card has been declined.” My wife stared at me in unbelief. I handed the barista...

Friday, June 28, 2019

In This Article: Brooding over a nest egg Smart investors save with a purpose How much is enough savings How do you get enough savings How do you keep enough savings Years ago I had a friend who found out he owed a few thousand dollars...

Thursday, May 30, 2019

In this article: The one question you need to answer Why we prefer simple term life insurance policies Our personal examples A note about complex life insurance and annuities You’ve probably heard the expression, “too...

Tuesday, May 7, 2019

In this article: The importance of mindset and the three keys to having “enough” Defining enough Contentment: a contrarian perspective Planning to keep it enough During the Christmas shopping season last year I saw an ad...

Monday, May 6, 2019

Did you make some New Year’s Resolutions this year? Some of the most popular New Year’s Resolutions are about exercising, eating better, and saving more money. For many of us, financial resolutions work like exercise...

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Monday, February 4, 2019

LPL Research is excited to present Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance for the year ahead. This annual publication by LPL Research offers timely...