Wow! Can someone please tell me where 2023 went? In all seriousness, as we count down the final days of the year, I hope you enjoy a little R&R. If …
Take Advantage of the Pay Increase – Set SMART Goals
Wednesday December 13, 2023
News & Insights
Let’s Talk Turkey About Estate Planning
Wednesday November 08, 2023
Let’s be honest. Most of us aren’t the type to finish our holiday shopping by Labor Day, and those New Year’s resolutions from 2023 are still clinging to the refrigerator …
Hosting for the Holidays…without Going Broke
Thursday November 02, 2023
The holiday season can be a magical time of year filled with warmth, laughter, and, of course, holiday gatherings. If you’re a brave soul hosting this year, those holiday meals …
A Time Traveler’s Guide to Retirement
Wednesday October 04, 2023
Over the years, we’ve all learned some valuable lessons from watching sci-fi movies, but none as important as the sacred rule of time travel: never alter a single thing when …
The USAA Educational Foundation Scores Three Telly Awards®!
Friday September 22, 2023
The USAA Educational Foundation is committed to innovative and engaging financial education, and that commitment has recently been recognized. The Foundation was awarded a trio of Telly Awards® for their …
Jingle All the Way to Savings This Holiday Season
Thursday September 14, 2023
Fall is by far my favorite season! Football is back, the weather is cooling off and our family is settling back into a routine. I often get caught up in …
All He Got Was a Quote! The Importance of Life Insurance
Thursday September 07, 2023
As a financial advisor of 30 years, I’ve spent a lifetime talking to military and civilian families about financial planning, investments, and securing their future. Most days ended with a …
Mind Your Money
Thursday August 24, 2023
Like all of us, I’ve experienced financial challenges over the years. Even being a financial planner doesn’t make you immune to money problems. I know from first-hand experience that managing …
Back-to-School on a Budget: Schooling Your Teens
Friday August 18, 2023
Want to feel old? Go back-to-school shopping with your teen like I recently did. You’ll learn the latest fashion trends, hairstyles, and lingo to make the upcoming school year a …
The $500,000 SGLI Surprise: Glass Half Full or Half Empty
Tuesday April 11, 2023
Every now and then, something unexpected comes our way. Sometimes, we’re not exactly sure how to interpret it. Glass Half Full? Take, for instance, the recent $100,000 increase in the …
Housing Options for Your Next Military Move
Monday April 10, 2023
The moment you receive PCS orders, a million to-dos come to mind, and one of the first orders of business is to find your next home. That can be easier …
Everyone Needs an Emergency Fund
Monday April 10, 2023
Murphy’s Law – Anything that can go wrong will go wrong. I’m the spouse of a retired Service member, and while I miss many things about military life, I don’t …