January 2024 ONE Idea Recap
Economic predictions abound at the end of every year. Business owners create plans and strategies for the coming year based on their own predictions and, perhaps, those of others – […]
A 2023 Review & 2024 Predictions – Why Not?
It seems that this time of year, EVERYONE has an opinion about what will happen in the coming 12 months. I “love” reading all the financial pundits speculating on how the […]
Prostate Cancer: Forget the Defense…Let’s Go on Offense
With the Defense Secretary, Lloyd Austin, going AWOL recently with a newly diagnosed Prostate Cancer, it seems an appropriate time to visit the topic – Prostate Cancer, PSA readings and […]
A (ONE Idea) Year in Review
As 2023 comes to an end, we begin to reflect on the year and find that reviewing our ONE Ideas helps us evaluate the last 365 days. Our ONE Ideas […]
Life Insurance: Fees versus Commissions – The Age-Old Battle
I am probably going to catch a LOT of grief for this article, but frankly, I really don’t care. I am trying to look at the numbers as impartially as I […]
Why The Solo Advisor is a Thing of the Past
Every morning I read financial journals and various news publications to keep abreast of what is happening in the financial services industry, and regardless of the day of week or […]
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