You can hardly pick up a newspaper, turn on the news or read a magazine where there is not a discussion about pensions. If you haven’t come across this yet, trust me, you will.

Don’t Let Emotions Guide Your Investment Moves Are you guessing about getting in or out of the market? Or are you now sitting on the sidelines? Many people are these days, and it can have serious consequences. The biggest issues for investors are fear and greed. Both play with our emotions to justify a move […]

Be Prepared With a 529 Plan Many of us have heard that receiving additional schooling past high school will increase our lifetime earning potential. But over the past 10 years, tuition and fees have grown more than 4 percent faster than the rate of inflation at public four-year colleges and more than 2 percent faster […]

It has been a very busy summer for all of us in our office. It’s great to be able to discuss with you our new “brand”. There has been much thought put into our “iWealth” company name and brand. iWealth represents “independence, your wealth and family wealth.” You will be seeing this name and brand […]

We have all lost loved ones, and many of them have left us way too early. At the same time, Americans are living much longer than they have in the past. Are you financially ready to live another 20, 30 or 40 years?

Have you had “enough” yet? Recently, after discussing the economy, reading a few newspaper articles and catching a little news, “Enough” hit me. I’ve had enough of the naysayers, the people and organizations claiming that the end is near, that this is The Next Great Depression.