Your Bread and Butter™

A discussion on how the US and Global economy is currently funstioning and siome of the issues that are affecting the markets around the world.

Are you frustrated by the poor customer service in your daily life...we want to help! Two Customer Service Professionals with over 40 years of combined experience, share their tips in how to get the most out of your customer service providers.

The basics of planning for your estate and what trusts might work for you!

Did you know that if you don't have a legal will, your residence state has one for you...and the people you leave behind after death may very well be hurt financially by your state's plans for your assets. Did you know that your spouse does not have automatic Power of Attorney over your individual bank accounts, investments, IRA's, property, etc.. Did you know that your state may not allow you to...

Alternative Investments are intended for "Accredited Investors" and carry significantly more risk than other investments. If you are curious as to whether you qualify as such, please consult with your Investment Advisor to review the stringent requirements. Even if you do not qualify as such, you will likely find this episode intriguing and may expand your mind as to how many different ways people...

What is a stock? It is all about ownership or otherwise known as "equity". We will talk about the fundamental facts of how stocks are used and why they are used as a backbone of a portfolio for most investors.

Basic food groups of investing begin with cash, then onto bonds. These are debt investments where you loan money to an outside entity, a business or government institution, and they give you a rate of interest to borrow your money for a certain length of time. We will discuss the foundation elements of owning a bond, how to purchase and some of the risks and positive roles that bonds have in a por...

As you begin to make your dinner there are basic ingredients to a recipe that should be followed to have success. Our first financial food group is Cash, freshmen class 101.

The part of eating cooked meals that nobody likes to do: the dishes or in the financial realm= TAXES!

Getting yourself set up for success in preparing your "financial" meals!

Get on track in the new year when it comes to your money. You earn it... how do you keep it! What to do if you have bills from the holidays: restructure debt to be more efficient (refi, home equity, 0% credit card, personal loan etc.) set up payment plan (pyramiding payments vs snowballing), prepare for next year (pay yourself first, treat your holiday spending like a bill you are saving for)  Bui...