What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Derek Tuz, CFP®, ChFC®, CWS® |
Friday, March 19, 2021
The core question driving the advice and planning world has been, “Do you or will you have enough money?” Little wonder then that advisors spend so much time validating allocations (pie-charts), investments, and returns,...
Read More
Derek Tuz, CFP®, ChFC®, CWS® |
Wednesday, March 18, 2020
None of us planned for this. But your Financial Life Plan when implemented does have mechanisms in place that will help you get through this tough patch with the coronavirus and the financial market volatility. The key is not letting...
Read More
Friday, February 28, 2020
Brief Update on Current Market Volatility We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going...
Read More
Friday, January 10, 2020
2020 Predictions and New Laws, Focus on What You Can Control to Improve Your Financial Well-Being The Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law on December 20th might be adding more...
Read More
Friday, December 20, 2019
A Holiday Family Meeting Can Ring in a Productive New Year The holiday season might not seem like an ideal time to have a serious conversation with your immediate family. All that shopping, decorating, cooking, and celebrating can be...
Read More