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Saturday, August 8, 2020

Our June/July Coaching Message is a must watch to gain perspective on the Market and how to become comfortable living in “The Unknown” while embracing the idea of “Reimagining Your World”.

 

Friday, May 22, 2020

In our April/May Coaching Message, we discuss the psychological issues we are experiencing during this Pandemic, very IMPORTANT and EXCITING NEWS about our Firm and Family, the CARES act, market updates, and your summer financial bootcamp.

 

Monday, March 16, 2020

Critical Coaching Message. It is imperative for us to arm you with information during times of panic and fear. Our Coaching Message will provide you with our perspective, guidance and advice on COVID-19.

 

Wednesday, February 26, 2020

February's Coaching Message will put you on the fast track to an EPPIC® Annual Review! We focus on tax time tips, 1099 mailings, your 2020 Annual Review Roadmap, investment agility drills, our 2020 Estate Planning Assessment and ...

 

Monday, January 27, 2020

Each month we will record a message updating you on topics such as market conditions, legislative changes, fraud updates and the actions you need to take to Be More Healthy, Wealthy and Wise™.

 

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Friday, January 24, 2020

DO NOT Abbreviate the year 2020! When you abbreviate the new year on official forms and documents, those looking to exploit unsuspecting people can easily manipulate those numbers and leave you potentially vulnerable to fraud. There...

 

Thursday, July 4, 2019

Today we celebrate the 243rd Anniversary of the day our founding fathers declared the country’s independence. Why not make this the year you declare your own independence...Your Financial Independence! Applying The EPPIC...

 

Friday, June 21, 2019

Ahhh the beach. You’re finally here. Now you can sit back, relax with your toes in the sand and dream of your EPPIC® permanent vacation…Retirement! You’ve worked hard and you’ve earned the time off, but is...

 

Friday, June 14, 2019

Are you aware as many as 1 in 10 older Americans are abused, manipulated, or neglected each year? As you age, you are more vulnerable and are an increased target for fraud. With the constant bombardment of phony phone calls, mail, and...

 

Wednesday, June 12, 2019

Do you dream of the day you retire? INVESTING the time to secure your retirement lifestyle is more than skipping dinners out and your daily Starbucks. You must make your retirement a priority! The #1 way to build retirement savings is...

 

Saturday, June 8, 2019

Are you prepared for the next market downturn? If your portfolio is not invested according to your risk level and goals, you could end up making an impulsive decision during market downturns. Investments are not set it and forget it!...

 

Thursday, June 6, 2019

Graduation is such an exciting time! It’s the beginning of a new journey! Most graduates leave campus with inspired minds and the motivation to accomplish their goals and life’s mission. Higher education leads to higher...

 

Wednesday, May 22, 2019

Do you want to gain confidence in your financial future? To do so, you must first assess your financial fitness level. Take our 2-minute Financial Wellness Assessment to learn your financial strengths and weaknesses. With this...

 

Friday, May 3, 2019

Do your children or grandchildren have a 529 Plan? Did you know they could be eligible for a $250 or $500 State Contribution? The State of Maryland and Maryland 529 have teamed up to help families save for future education. Click here...

 

Wednesday, April 24, 2019

Why is Spring Cleaning so important? The popular show “Tidying Up” on Netflix has you decluttering your house giving you a new simpler way to organize. There’s no better feeling than a tidy house as organization is...

 

Friday, April 12, 2019

Beginning to pass your wealth on to your heirs while you are living is much more rewarding. During this stage you will: Create your legacy Design gifting strategies Devise a plan for assets to be managed and transferred to...

 

Thursday, April 11, 2019

As life becomes more complicated, your financial affairs and responsibilities become a juggling act. There is a constant struggle with balancing your personal and professional life. During this stage of life, you must direct your...

 

Wednesday, April 10, 2019

While there is a lot of excitement when preparing and entering the world of retirement, high anxiety always seems to co-exist. At this point, you have INVESTED lots of time PLANNING for this moment, but there are some factors you...

 

Tuesday, April 9, 2019

The actions you take and the money habits you create today have the biggest impact on your long-term financial success. During this stage of life your: Buying a house Getting married Having a baby Paying off student loans These...

 

Monday, April 8, 2019

Are you properly prepared for retirement? According to Northwestern Mutual’s 2018 Planning & Progress study, 21% of all Americans have nothing saved for their future. With increased longevity, increased healthcare costs,...

 

Friday, March 29, 2019

Tax time is the right time to INVEST in your future. It’s an opportunity to take one step closer to your retirement goals while gaining an immediate tax deduction. This tax season make sure to take the time to ask your...

 

Monday, February 18, 2019

Here are 7 Reasons why you need to apply The EPPIC Method™ to make sure you have the proper LOVE insurance coverage for your family: 1. To reduce financial stress on your family while they are dealing with an emotional situation...

 

Wednesday, December 19, 2018

As Warren Buffet says, “the stock market is a device for transferring money from the impatient to the patient”. During times of market volatility, pullbacks, rallies, bear markets, bull markets, it is essential to remember...

 

Saturday, December 15, 2018

The most valuable gift in the world is not one that can be bought in a store. It is the gift of your time, creating memories with those you love. Think outside the gift box and give the gift of your time! Here are two ways to be sure...

 

Wednesday, December 12, 2018

Are you having a hard time trying to think of a gift to buy for your children or grandchildren? This time of year brings a lot of stress and anxiety around finding the perfect gift. One stress-free gift idea is to give the gift of...

 

Friday, December 7, 2018

There have been, and always will be, disruptors, new threats and market trends that change the face of investing. The speed at which information is now transferred around the world, and the accessibility and velocity of trading, have...

 

Wednesday, December 5, 2018

The markets are closed, and our hearts are open. George H. W. Bush will be remembered by the economic contribution he achieved by creating political harmony to work towards the common goal of making The United States of America the...

 

Wednesday, December 5, 2018

When you hear the word SAVE, do you think of holiday sales, Black Friday discounts and Cyber Monday deals? If you are like most people, saving involves getting a discount on the money you are spending. Next time you hear the word save...

 

Saturday, December 1, 2018

Life is not all fairy tales and happy endings. Quite frankly, the end of your life can be the most difficult for you, your caregivers and loved ones.Taking care of our elderly is taxing emotionally and physically. So many decisions...

 

Wednesday, November 28, 2018

Did you know... The average life expectancy for men in the United States is almost 5 years less than women. In the U.S., 1 in 9 men will be diagnosed with prostate cancer in their lifetime. Testicular cancer is the most commonly...

 

Friday, November 16, 2018

Take a few seconds to think about the people that have positively shaped who you are today. I’m sure many faces pop into your head along with their wisdom and guidance. They are family members, teachers, coaches, co-workers, and...

 

Wednesday, November 14, 2018

Have you had a coach that has impacted your life? Being involved in youth athletics is your first exposure to goal setting, strategizing, and pushing yourself physically and mentally. It is the first realization that your capabilities...

 

Friday, November 9, 2018

Have you had your credit card compromised with fraudulent charges? If you are like most Americans, the answer is yes and probably more than once. Just last week someone tried to charge an Airbnb (vacation house) to a credit card we...

 

Wednesday, October 31, 2018

When watching a scary movie, it is always helpful to have someone who has already seen the scary scenes hold your hand while you jump and sometimes scream. Throughout life, you will face many scary life changes and obstacles. Monetary...

 

Tuesday, October 30, 2018

Do you know the quickest way to reach each of your goals? Having someone to show you the path, how to navigate the twists and turns and encouraging you along the way! The key ingredient in The EPPIC Method™ is the...

 

Friday, October 26, 2018

Are you currently employed as a stay at home parent, being paid with hugs and kisses? Do you feel as though you no longer have your own money and hate the thought of going to your spouse to ask to buy something or for money to get...

 

Wednesday, October 24, 2018

Wealth Wise Wednesday: Do you put yourself last on your to-do list? Do you feel like there is no time to focus on your own health? If you are like most women, you are too busy doing for others and not much for yourself. If you...

 

Friday, October 19, 2018

Financial Friday Viv-e-o Pay Yourself First: You’re worth it! Are you having difficulty saving enough for a rainy day or for your retirement? You are not alone, saving is a struggle for most Americans. The #1 way to build an...

 

Wednesday, October 17, 2018

Wealth Wise Wednesday: Last week was International Day of the Girl Did you know that 64% of the world’s illiterate adults are women. Educating girls is the key to breaking the cycle of poverty. When you educate a girl, it...

 

Friday, October 12, 2018

Major U.S. and global equity indices have fallen this week, with the S&P 500 posting a two-day loss of 5% on Wednesday and Thursday. Several issues have been blamed for the selloff including...

 

Wednesday, October 10, 2018

I just spent the last few days surrounded by approximately 100 women that are just like me, a Female Financial Advisor. This experience is unlike any other industry meeting....

 

Friday, October 5, 2018

Financial Friday Vi-v-e-o Living in a society of instant gratification is hurting ourselves and our children. Focusing on the value of the dollar is something we all must do more often. You must stop and pause for a moment to think...

 

Wednesday, October 3, 2018

Today marks the beginning of our Women, Wealth and Wisdom October Coaching Series aimed at helping you and the women in your life, Be More Healthy, Wealthy and Wise™. Are you intimidated to discuss your financial future and lack...

 

Sunday, September 30, 2018

Our last Kid’s Focused Words of Wisdom for September. Studies show children who know they have a college savings account, no matter the amount of money saved, are almost 7 times more likely to attend college! Why? It gives the...

 

Friday, September 28, 2018

Financial Friday Viv-e-o 🎥: The Save, Spend, Share Method What age should you start talking to your child/grandchild about money? Immediately! By age 3 most children have a basic concept of money and by age 7 many of their money...

 

Wednesday, September 26, 2018

What is your biggest fear right now? What is currently keeping you up at night? Your fears reveal what you care about most. They tend to change as you enter different stages of life. Most of your fears are about what the future holds....

 

Wednesday, September 19, 2018

What do you do when your child receives monetary gifts? My mom just found this letter my grandmother saved. It is funny to see my 8-year-old self, writing about accumulating savings, confirming to me that saving has always been a part...

 

Tuesday, September 11, 2018

There is no greater warrior than a parent/grandparent protecting their child. You would go to the ends of the earth to shelter them from harm. One important area that is overlooked is protecting their child’s identity. Criminals...

 

Wednesday, July 11, 2018

The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...

 

Tuesday, June 5, 2018

Did you receive and are confused by Tax form 5498? We tend to get lots of calls this time of year from our clients about receiving this form for the previous tax year. Dennis created a 1 minute video to help clarify...

 

Friday, May 25, 2018

Fight back against massive data breaches. Be Proactive By Taking Your Identity Off The Grid. With massive and endless data breaches, you must assume your personal information is being bought and sold. Our recommended proactive steps...

 

Friday, May 18, 2018

Protect Yourself Against Bank Account Opening Fraud! It’s Fraud Prevention Friday and today we are sharing another important action to Take Your Identity Off the Grid! You probably have never heard of ChexSystems, but placing a...

 

Friday, May 11, 2018

You must take the proactive steps we have outlined to prevent your child’s identity from being stolen. To make it easy for you, we have streamlined this process by creating our “Identity Protection Packet for Minors”. You can download

 

Friday, May 4, 2018

With massive and endless data breaches, you must assume your personal information is being bought and sold. During the month of May, we will be sharing with you knowledge and tools, and guiding you through the proactive steps you must...

 

Friday, April 27, 2018

Fraud Prevention Friday Actionable Advice: Open an account with Social Security Administration at www.SSA.gov Did you know April is National Social Security Month? Fitting in perfectly with this week’s Fraud Prevention Friday...

 

Friday, April 20, 2018

Fraud Prevention Friday Actionable Advice: Sign up for Credit Karma to receive free Credit Monitoring and to better understand and monitor your credit score. I learned I was a victim of identity theft when I was notified by Credit...

 

Friday, April 13, 2018

🛑 Stop using your debit card for purchases! We care about reducing your stress, and debit card theft will create high anxiety. 💳Every time you swipe your debit card you are releasing your bank account information, leaving your front...

 

Friday, April 6, 2018

You must change your Facebook settings now! Apps are constantly gathering your information. Execute these steps to see who is spying on you and how to stop it from happening. Changing these settings will stop the release of your...