For many baby boomers pensions are still a thing.  And it's a "thing" that will have a huge impact on your retirement years.  That's why trying to decide whether to choose the lump sum options vs. lifetime payout is a decision which requires a lot of thought and research.  Here's 4 important considerations to help you decide.

Is there another way to protect your portfolio without buying an annuity?  There sure is and we share how this cutting edge technology can protect you today.

If you want to become wealthy, changing your mindset on this one monthly payment will be the difference between achieving financial independence or not.

You know long term care insurance is important but it's hard to justify the cost, especially if you don't use it.   Jeff Rose, CFP, CEO and Andrew Rogers, Director of Financial Planning, discuss 3 long term care insurance alternatives most consumers aren't familiar with.

In this second episode of a 3 part series, Jeff Rose, CFP, CEO and Andrew Rogers, Director of Financial Planning discuss the payment options you have paying for long term care and the biggest misconception most people have on who's fitting the bill.

In this episode, Jeff Rose, CFP, CEO and Andrew Rogers, Director of Financial Planning, outlines the costs that go along with long term care facilities.  This is Part 1 of a 3 Part series where they break down everything you need to know about long term care and ways to pay for it.

Many investors fear the stock market and are looking for ways to protect your principal while investing.  But can it really be done?  Jeff Rose, CEO, and Andrew Rogers, Director of Financial Planning outline 6 investment strategies that allow you to make some return while also protecting your principal.

Annuity Illustrations can make almost any annuity look good.  Make sure you COMPLETELY understand what you are looking at. In this episode, Jeff Rose and Andrew Rogers, Director of Financial Planning, share a recent meeting where an annuity illustration was presented to a client where the numbers were just too good to be true.

You're The Average Of The Five People You Spend The Most Time With. - Jim Rohn

When's the last time you evaluated who you spend the most time with?  If you're not on the path you want to be in, it might be time to take a long hard look who influences your decisions.

So often investors are sold annuities and have no idea why they own them.  Like any other investment, you need a basic understanding of how that fits into your financial plan.

Summer is here, which conjures images of swimming pools, hot dogs on the grill, and epic whiffle ball games.

There’s nothing I look forward to more than warm, lazy summer days.

You can’t talk about summer without talking about a summer vacation.

That’s why incorporating an epic road trip as part of your summer agenda is a must.

Before you embark on your own version of the Griswold’s trip to Walley World, here are seven musts to make your family road trip epic.

My firm meets with investors all the time and it never fails they are making some of the same mistakes.  
Taking a step back and reviewing all the commonalities we've recognized the top 7 common mistakes that are being made.  Here they are as well as solutions on how to correct them.  

In present day I’m a successful financial advisor and entrepreneur.
Based on some of the boneheaded money decisions I made in my 20’s it is a miracle I can even say that.
I’ve definitely learned from many of those mistakes, but if I had the chance to hop in a DeLorean and go back in time, here’s 7 money lessons I would love to give to myself.

How often do you think about your future self?
Often? Seldom?
Wherever you’re at on that spectrum, my bet is that you’d be better off thinking about your future self more often.
Before you do anything, it’s helpful to ask yourself: “Is this going to benefit me more now or in the future?”

If your answer is that you’ll be benefited more now, you may want to reconsider your options.
You can apply this advice to many different areas in life, but let’s focus on how it can help you manage your money better and make you a better investor.
Here are several ways to prevent your 70-year-old self from hating you . . . .

Learn the story of how Pat Flynn went from being laid off from his dream job to turning that into an online business that has made him millions. Much of his success is contributed to simple processes he goes through before he launched any new business venture with he outlines in his new book, Will It Fly.

If you have a chunk of money that you new that would never need, would rather give a good portion of it to the IRS? Or would you prefer to pass it on to your heirs or a desired charity? In this podcast I share a case study of real life client example dealing with this situation.

One of my favorite times of the year is setting my goals for upcoming 12 months.  It allows me to reflect on what I accomplished in the previous year as well as how I'm going to get the New Year started right.