by Mary Jo | Apr 2, 2015 | Uncategorized
From grade 5 through the rest of our lives we are being taught that the market is the place to put money yet none of us really know anything about it. When you sit down and really think about it, why are you putting money into a system you know little to nothing...
by Mary Jo | Mar 12, 2015 | Uncategorized
Sadly, I hear this way too often and just this week I have heard it three times, clients being told by someone else that a Roth IRA is the answer, not a whole life policy. This happens often as a Roth has similar qualities of a whole life policy and it’s easier...
by Mary Jo | Mar 9, 2015 | Uncategorized
This is not about money being a cause for divorce however this can be the solution to the problem. I tell my clients they NEED to be involved in the this process of managing their money. This is not something they have handed over to me, it’s their money not mine....
by Mary Jo | Jan 22, 2015 | Uncategorized
It’s that time of year, tax time. We all hate it, the paperwork along with the stress can be a killer if you have not prepared. On top of that you may have to pay in! If you are one of those who is paying in there is something I want to bring to your attention...
by Mary Jo | Jan 11, 2015 | Uncategorized
How many of you have seen the Voya Financial commercial where the lady blames her husband for leaving retirement money in her pants she washed? I would venture to say most have since it’s on during football and it’s a funny commercial. Here is the link to the...
by Mary Jo | Jan 9, 2015 | Uncategorized
As with any industry you will find dishonest people who make a bad name for your product. It doesn’t matter if it’s a service or product they are looking to do one thing and that is move themselves forward without taking you into consideration. Lately I have heard and...
