Recent Articles
Over the years, I’ve taught hundreds of hours of classes on financial retirement. The class I teach is called Retirement…
As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A…
“Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working!” “How’s retirement treating you?” –…
I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is…
Special Reports
Second Quarter 2021 A new US president and the winding down of most government-led pandemic safety measures welcomed investors to…
First Quarter 2021: What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the…
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
Latest Newsletter
The dog days of summer are here. We just wrapped up the baseball season for my son, Michael, and his…
ELEVATED INSIDER Walk outside. Do you smell that? Fresh-cut grass, turned-over dirt, worn leather, peanuts… It’s baseball season! The most…
ELEVATED INSIDER A new year. Is it just me, or did this past year feel like more than 12 months?…
ELEVATED INSIDER The days are getting shorter. The leaves are changing and falling. The mornings are crisp and cool. We’ve…
