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January 7, 2020

How does the SECURE Act affect you?

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). This SECURE Act does several things to modify both retirement savings rules as well as retirement distribution rules. These changes will affect some of our Financial Coach clients immediately, and many more as we move into the […]
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May 28, 2019

The Eternal Optimist

Positive Vibrations to Brighten Your Day By @JeffMastronardo I stumbled upon some interesting information the other day that I thought timely to share with you.  If you go online or turn on your TV, there is no doubt it will be easier to find headlines or articles about how bad the economy is or how bad […]
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January 15, 2019

Recognize and Prevent Fraud

We have seen an increase in the amount of Cybercrime and fraud threats in the last few years and suspect that trend will continue.  While Financial Coach plays an important role in helping protect your assets, you also can act to protect yourself and help secure your information. We’ve summarized below common cyber fraud tactics, along with […]
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December 20, 2019

Positive Vibrations

Not All News is Bad News Positive Vibrations is a Financial Coach newsletter intended to act as a vehicle for spreading optimism through the sharing of good news. And now, your dose of positivity for the month of December 2019. Click the hyperlinks following each headline to read more. Jon Dorenbos: My Eagles Super Bowl […]
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November 18, 2019

Positive Vibrations

Not All News is Bad News Positive Vibrations is a Financial Coach newsletter intended to act as a vehicle for spreading optimism through the sharing of good news. And now, your dose of positivity for the month of November 2019. Shaq’s Charitable Efforts Are As Big As He An innocent bystander to gun violence, 12-year-old […]
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September 5, 2019

Positive Vibrations

Not All News is Bad News Positive Vibrations is a Financial Coach newsletter intended to act as a vehicle for spreading optimism through the sharing of good news. And now, your dose of positivity for the month of September 2019. Rapidly Declining Rate of Child Mortality With declining poverty and increasing knowledge and service in […]
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