Year: 2018

Drugs: Are Your Children at Risk?

It’s impossible to measure the human toll and financial impact the opioid crisis is having on families across America but addressing this problem is one of America’s most critical issues.  Last year, more people died from drug overdose (66,000 estimated) than American service people killed in the entire Vietnam War!  The annual number for opioid […]

529 Plans- The Best Choice for College Funding

In just a couple of months hundreds of thousands of young adults will be headed for college…and facing ever-rising tuition and fees.  The average annual cost for a public college is around $25,000 and you can expect about double that amount for private colleges.  Many college students are taking five years to complete their college […]

100 Rules of Success: Power Up Your Bucket List

My Plan

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  Rule:  Power Up Your Bucket List Somewhere along the way you’ve heard someone talk of their ‘bucket list’.  It’s a list of all the things they dream of accomplishing if they had the time […]

Is Your Stock Broker in Trouble with the Law?

Money

The Securities and Exchange Commission (SEC) has placed a bulls-eye on brokers who they believe are overcharging their clients in violation of their fiduciary duty.  This is a pro-consumer initiative that has some brokers scrambling to determine if they are affected. On February 12th, 2018, the SEC Division of Enforcement announced the ‘Share Class Selection […]