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Thursday, October 25, 2018

Regardless of how you choose to vote this election cycle, it's important to understand how the Midterms effect the stock market and what this means for your bottom line.

 

Monday, October 22, 2018

WHAT WOULD AMERICANS DO IF THEY WON THE LOTTERY I was recently asked to contribute to this great article published on www.wikibuy.com. With lottery fever in full swing, it's a great time to discuss what most American's do with their...

 

Monday, October 15, 2018

A major part of my job – perhaps the most important part – is helping people reach their financial goals in life. Over the course of my career, I’ve discovered that while things like planning, saving, and investing...

 

Monday, October 8, 2018

 

Thursday, August 30, 2018

Last month, the world watched in fascination as twelve young soccer players and their coach were rescued from a cave in Thailand. While that amazing story unfolded, it got me thinking of another miraculous rescue eight years ago: The...

 

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Wednesday, August 15, 2018

I am pleased to bring you another installment of my popular blog series "Empowering Women Through Finances". This week we are on Step 2 of 6, and in case you missed my previous blogs you can check out the kick off blog here and Step 1...

 

Wednesday, August 1, 2018

Gary explains what a trade war is, why it's happening, what common household products are affected by the new tariffs and what you can do to help protect your investments.

 

Thursday, July 19, 2018

A key part of financial independence is being able to make your own decisions regarding your money. But what decisions are those, exactly? To answer that, ask yourself these questions: What do I most want to accomplish? Experience?...

 

Thursday, July 12, 2018

As the father of two adult daughters the subject of financial independence for women is one that remains near and dear to my heart. Financial independence: it’s a common term that you’ve probably seen in TV commercials,...

 

Wednesday, June 27, 2018

Last month, I started a new series of monthly blog articles called “BACK TO BASICS.” Each month, we will examine one of the basics of financial planning. This month, let’s look at: Back to Basics #2: Asset Allocation...

 

Monday, May 21, 2018

Michael Jordan, perhaps the greatest basketball player who ever lived, once said: “Winners don’t just learn the fundamentals, they master them. You have to monitor your fundamentals constantly, because the only thing that...

 

Friday, May 4, 2018

The school year is finally winding down! Your child's head is full of science, math and history facts and you are already onto summer planning. As important as math and science topics are, there are some skills most schools don’t...

 

Thursday, April 19, 2018

We live in a world of numbers. They’re on signs, calendars, clocks, microwaves, bills, phones, you name it. Most of the time, we scarcely give these numbers a second’s thought. We’re so used to seeing them, we ignore...

 

Thursday, April 5, 2018

April isn’t just the first full month of spring … it’s also Financial Literacy Month! The United States Senate first proclaimed April as Financial Literacy Month back in 2004, in order to promote good financial...

 

Tuesday, March 20, 2018

For some time now, I’ve been writing blogs on many different financial topics. I trust you find most of these topics interesting. However there may be occasions, like today, where the topic might make you blink. Ready?

 

Saturday, February 17, 2018

Over the years, we've have covered many topics in this column that we feel are important to our youth, including the benefit of saving money, the value of creating a budget, managing risk, and the importance of creating a financial...

 

Wednesday, January 17, 2018

When you were in school, you probably learned about Newton’s Three Laws of Motion. First published by Sir Isaac Newton in 1687, these laws explain how physical objects move. They are so important—and easy to...

 

Wednesday, January 17, 2018

There's an old adage in the construction world: measure twice, cut once. Otherwise, pipe connections leak, electrical connections fail and houses fall. Now, I don't consider myself a handy person by any stretch of the imagination but I...

 

Wednesday, January 17, 2018

A few weeks ago, I met with a couple of clients of mine that I have worked with for a number of years now. I will call them Bob and June. Bob and June have been a pleasure to work with and are two of the most vigilant folks I know. As...

 

Wednesday, January 17, 2018

We have written a few articles recently about parents trying to help their children become financially responsible adults. We’ve talked about young kids, high school-age kids, even young adults. And although many parents are...

 

Wednesday, January 17, 2018

With advancements in medical technology, people really are living longer and more active lives than we used to. Furthermore, every year that we age, our life expectancy increases. The Social Security Administration publishes a table on...

 

Wednesday, January 17, 2018

When we meet someone new, or try to make small talk, one of the first questions we ask is often, "What do you do for work?". As a financial advisor, that question isn't just small talk for me, it's a big indicator of how I can help...

 

Wednesday, January 17, 2018

I love using comparisons to simplify and explain difficult life concepts. Hopefully, you readers have come to appreciate them as many of these financial columns use my penchant for comparisons to explain difficult financial concepts. I...

 

Wednesday, January 17, 2018

I was counseling a buddy of mine last week, Robert, and his wife, Sara, who just had twins. The babies are their second and third children in as many years of marriage. But Robert and Sara are doing great. Tired, but great. As we...

 

Wednesday, January 17, 2018

The first time I meet with new clients I ask them to bring in all of their current financial plan and very often as I am reviewing their current plans I discover a hole where long term care expense planning belongs. As many of my...

 

Wednesday, January 17, 2018

Every one of you Gary's Weekly Updates readers should be familiar with the DOL’s fiduciary rule (the one requiring all financial advisors who provide investment advice to retirement accounts to act in their clients’ best...

 

Wednesday, January 17, 2018

It shouldn't be news to you at this point that Equifax, one of the three largest credit reporting agencies in the country, was recently hacked. The hackers were able to gain access to consumers' names, dates of birth, Social Security...

 

Wednesday, January 17, 2018

Gary ends his articles each week with the instruction to “be vigilant and stay alert.” I agree that it is critical for all of us to be attentive to not only our personal finances, but the financial world in general. How do...

 

Wednesday, January 17, 2018

We've all been there, at the check-out counter when the cashier asks "Do you have our rewards card?". Unless your answer is yes, you get the next line of "You could save 15% on your purchase today, plus rewards and discounts moving...

 

Wednesday, January 17, 2018

We all make plans in life. Whether it's a plan for the day, plan for a month-long project, or plan for a career path. We plan for our goals, and we plan for the contingencies, and after we plan enough of our life we realize that things...

 

Wednesday, January 17, 2018

To a vast majority of Americans, being able to focus on saving for retirement is a luxury they can't afford. In a recent CareerBuilder report, 78% percent of full-time workers said they live paycheck to paycheck, up from 75% in 2016....

 

Wednesday, January 17, 2018

Did you know that the average person in America retires with a net worth of around $200,000? One might think that this sounds like a lot of money, but the truth is, when combined with the average Social Security retiree benefit, this...

 

Wednesday, January 17, 2018

When it comes to your risk tolerance, you may have decided a few years ago to invest a large percentage of savings in stocks and remaining percent in bonds. Over time, these different portions grow at different rates, and can knock off...

 

Wednesday, January 17, 2018

When many of us think about what our job provides, we immediately think of a salary. It's the most obvious form of compensation. It's a number that is added to our bank accounts each month. It's easy to add up, and easy to compare to...

 

Wednesday, January 17, 2018

I give a lot of financial advice, which is probably why they named my profession "financial advisor". When I speak with people individually, I give specific advice on how they can be more financially secure and responsible. These...

 

Wednesday, January 17, 2018

Currently, both the House and the Senate are introducing bills that will affect the financial future of a significant number of Americans. These bills may benefit some people, and they may also be harmful to others, depending on how...

 

Wednesday, January 17, 2018

Many of us focus on our 401(k) as a major source of retirement funds throughout our careers. We calculate employer matches, we watch some of our paychecks funnel into each month, we follow all of the best practice advice for building...

 

Wednesday, January 17, 2018

We've all heard the saying, "From every mistake comes a lesson learned", and I'm sure we can all agree with that. As a financial advisor, I see it as my job to help my clients learn lessons without having to make mistakes, but rather...

 

Wednesday, January 17, 2018

I remember reading an article about healthy weight loss. Well, I remember reading about a hundred different articles about healthy weight loss, each with their own strategy, philosophy, and "fool proof" tactic for success, but this one...