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The Resource Center’s 3 Pillars Of Planning 2021 is our 20th year in business.  We have worked out of 3 different office spaces, had some employees come and go but the one thing We are here [...]

#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 [...]

Telematics Insurance:  Driving your way to discounts As an insurance agent, by far the biggest complaint I hear is ‘my insurance went up….’.  While rates aren’t always in [...]

Navigating Inflation Well, inflation is creeping upon us. If I look back to last year, inflation was pretty well under control. For 20 years, it’s run a little above 2% and it did come down [...]

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 [...]

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 [...]

3 Financial Risks To Your Retirement “Risk comes from not knowing what you’re doing.” Warren Buffet  As humans, we mitigate risk on a daily basis.  We wash our hands, buckle up, [...]