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#1 Market Volatility Safeguard For Your 401(k) Remember when you started your first big kid job with your first big kid retirement plan?  Congress designed the 401(k)  plan as a retirement [...]

Each week I share financial news, retirement advice and budget tips on Kolr 10’s Ozarks Live.     This week I discussed the first few tips of some common retirement mistakes.     #1 Not [...]

401(k) Loan Payback Options- If You Change Jobs 401(k) plans are an easy, convenient way to save for retirement.  Set up through your workplace, a percentage of your paycheck is contributed to [...]

Cashing In On The Housing Bubble Have you thought about cashing in on the housing bubble??  Recently, home sales have rebounded to their highest levels since 2005!  The housing demand took off a [...]

Investment Planning VS. Retirement Planning What is more important, investment planning or retirement planning? What exactly are the differences??   Both are equally important in different stages [...]

You’ve paid into it, It’s your money- Now, let’s find ways to help maximize your benefits!  We’re talking about your Social Security benefits on KOLR 10’s Ozarks Live. A few questions come to [...]

Avoiding This Common 401k Mistake As a financial advisor, I occasionally have clients who come to me for advice AFTER they have already attempted to solve a problem on their own.  Now, being [...]

What Would You Give Up To Pay for Long-Term Care? Have you ever thought about what it might mean to you, financially, if you or someone you love needed to move into a long-term care facility?  [...]