Roth IRA’s VS Whole Life Insurance

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...

Money is like a marriage

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 this process of managing their money. This is not something they have handed over to me, it’s their money, not mine. They...

Taxes of $20,000 Results in a $96,000 Loss!

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’s paying in there is something I want to bring to your...

Funny Financial Commercial Cover Up

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...

The Red Flags of a Bad Agent

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 moves forward without taking you into consideration. Lately, I have heard and SEEN far...