Blog

The Million Dollar Question Mark BeaverApr 6, 2015 | 3 min readHow long will I live? If you know that, you should get a job reading tarot cards. For obvious reasons, a lot is riding on how long you will be around. It’s interesting to hear responses to that simple...

Groceries and Football Mark BeaverFeb 23, 2015 | 3 min readI confess that the idea for this article is not entirely my own. The statistics professor my sophomore year is to blame. He introduced me to Darrell Huff’s 1954 book titled “How to Lie With Statistics”. I...

Creating a Financial Plan – Step 1: Don’t Sabotage the Plan! Mark BeaverMay 1, 2014 | 3 min readSometimes when we discuss establishing an emergency fund with clients, we can almost feel their collective sigh. I agree this isn’t the most exciting part of one’s...

Long Term Care Insurance: Is it Right For You? Mark BeaverMar, 31 2014 | 3 min readWhile baby boomers are aging, so are their parents. As clients get more and more involved in the process of moving their folks out of the family home and into the next phase of living,...

Before You Let Market Volatility Get To You - Let's Press Pause for a Moment…Andy KeelerOct 30, 2018 | 2 min readAfter finishing the first three quarters up over 10%, the S&P 500 reversed course this month and is in the red for the year (source: Morningstar)....

Can We Rely on Social Security?Andy KeelerJun 28, 2018 | 3 min read“The reports of my death have been greatly exaggerated.” -Mark Twain For years, many Americans have doubted the likelihood of receiving Social Security benefits by the time they reach retirement age....

Tune Out the NoiseMark BeaverJun 13, 2018 | 2 min readIn the media world there is a saying: “Bad news sells”. If that is the case, then the financial media sure knows how to sell! A quick online search shows how pessimistic headlines dominate, even as things improve....