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Fiduciary-VS-Suitability

Consider with me the number of 300,000.  Do you have any idea what this number represents? This is the  approximately the number of people in this country who are licensed to manage your life savings. In other words, that’s the number, the approximate number of people...

Your Money With Mike

  Your Money With Mike – 10.11.2019 Financial Tools: In this week’s podcast, Mike talks about using the right tools for the job. Mike went to install a picture using the wrong tools and it did not end well. We understand that using the right tools for...

Your Money With Mike – 09.27.2019

 Your Money With Mike – 09.27.2019Health savings accounts (HSA) are used to help save for the cost of healthcare on high deductible plans.  In this week’s podcast, Mike talks about Health Savings Accounts....

Your Money With Mike – 09.20.2019

 Your Money With Mike – 09.20.2019 In this week’s podcast, Mike talks about the difficult subject of what to do with the IRA of a spouse that has passed away. There are many questions of what to do with an inherited account, be sure that you seek...

Your Money With Mike – 09.13.2019

 Your Money With Mike – 09.13.2019 In this week’s podcast, Mike talks about some common questions about IRA beneficiaries. Oftentimes people forget to name beneficiaries and this can lead to trouble down the road. Listen to learn more about some of...

Your Money With Mike – 09.06.2019

 Your Money With Mike – 09.07.2019 In this week’s podcast, Mike talks about what makes a fiduciary special. A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to the...