Your Financial Future

11/20/2025

Imagine this for a moment: What would you do if you had access to an investment platform that guaranteed you could never lose money? Seriously—stop and think about it. How would you make decisions differently… How boldly would you plan your future… How much more confident would you feel knowin...

09/07/2022

11/20/2021

Are you prepared for retirement?

As shown at the WSB G19 event to a packed American Airlines Center. Tim Howard of the Colorado Rapids thanks WSB for what they do to help families.

11/19/2021

Are you nearing retirement? Have you thought about how you will transfer your assets to your heirs? Here is an article from CNBC 2019 worth reading again. Comment and tell me what you think.

Over the next 25 years, baby boomers will pass to their children a mind-boggling $68 trillion — the biggest generational wealth transfer ever. Here's how those lucky heirs can keep the taxman at bay.

08/11/2021

Long Term Care... Will other States follow suit? It will be one of the biggest issues moving forward as the cost of LTC rise and Boomers begin to retire. Send me a DM for more information...

Washington State has passed a new law mandating public long-term care (LTC) benefits for Washington residents. The Long-Term Care Act was created to reduce pressure on the Medicaid system and will be paid for by a 0.58% tax on employee wages.

05/04/2021

What's your timeline?

02/01/2021

Happy Monday!! Let's begin our journey! Sharing this thought.

I don't know how many times I hear..."I'm good." I share many opportunities, whether it's a community project, a real estate opportunity, a business idea, a spiritual commitment, I get this response. "I'm good." This weekend heard this quote: "Good is the enemy of Great."

How many of us for go Great...because were "good."

11/05/2020

08/05/2020

One of the most common “confessions” I hear is,

“I’m in my 40s (or 50s!) and I still haven’t started saving. What should I do?”

Well, it’s not too late. If you start following a few simple steps, you can still have time…call or send me a message for more information!

06/26/2020

Protection is Planning...

03/30/2020

Working from home challenges....

03/27/2020

THE BEST TIME TO PLAN IS YESTERDAY...
The second best TIME is TODAY!
It’s never too late to protect you and your loved ones. I’m available to discuss your insurance coverage and financial strategies in your time of need. Contact me today to set up a phone call or virtual meeting.

WFG – Believe in a Better Financial Future