What's NextJoin us for a discussion on what's next with us, the economy, the stock market.Weekly Newsletter Investor’s Advantage strives to support our community in their struggles to overcome the fear of finance, so we’ve developed and continually add to an extensive...

Lawyer On Deck Do You Need a Lawyer? If you aren’t working with an attorney, today is a great day to get to know one long before you have an urgent need. Where most of us don’t think twice about having a family doctor or keeping a handy man on call, many people feel...

Looking at Life Insurance When it comes to life insurance, it is our opinion that those of us who are Life and Disability licensed begin the conversation with a very bad question; what is your budget for life insurance? The first question should be “do you actually...

Reverse Mortgages - How They Really Work When reverse mortgages first became available, they were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. Although a reverse...

Protecting Retirement Income for Life Retirement today looks very different than it did 50 years ago. Join us to learn how we are planning for our clients to: 1. Have income throughout a long retirement 2. Maintain their same lifestyle 3. Participate in potential...

Long Term Care Options When most people think of long-term care for the elderly, they think of nursing homes. But it can involve much more than that. It also means home health care and personal care, and help with chores, all of which can be necessary for older people...

  The Fate of Real Estate - A Silver Tsunami   In this weeks webinar, we talk all about real estate. Our purpose is to help you prepare for the good, the bad, and the unforeseen. When it comes to real estate two questions become top of mind. 1. How might the buying...

My Journey to Retirement It’s Not Sexy, But There is Beauty in Budgeting.  We live in a culture that promotes materialism, which is the antithesis of budgeting. Say goodbye to guilt as you discover how budgeting makes decisions easier.  Donald O Bailey Jr tells us...

5 Key Employee Retention Strategies During a Pandemic During challenging economic conditions, businesses often struggle with cash and that makes it difficult for those businesses to compete for and retain talented employees. Selected to Super Lawyers 2019-202,...

The Active Advantage of AssetMark In this weeks webinar, we focus on AssetMark Trust Company and what we are doing to manage your money with confidence. We will walk through who AssetMark is and how this company employs better technology than other firms with greater...