Blog

Aug

3

2022

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Why Don't ALL Affluent People Become Wealthy?

Posted by: Dale Buckner

Perception, hesitation, & poor decisions are factors.

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Jul

19

2022

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The Retirement Reality Check

Posted by: Dale Buckner

Little things to keep in mind for life after work.

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Jul

12

2022

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Creating a Retirement Strategy

Posted by: Dale Buckner

Most people just invest for the future. You have a chance to do more.

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Jun

28

2022

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The Behavior Gap and Your Financial Health

Posted by: Dale Buckner

"Many people miss out on higher returns because of emotionally driven decisions, creating a behavior gap between their lower returns and what they could have earned."

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Mar

25

2022

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Rising Gas Prices: Cause and Effect

Posted by: Dale Buckner

Why are gas prices so high and what will that do to the economy? It’s a question we're seeing more and more often as gas prices continue to rise. The answer is complicated and it's hard to say when things will return to "normal," however we can give you a little bit of information.

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Mar

16

2022

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Teaching Kids Financial Independence

Posted by: Dale Buckner

Passing down your financial know-how to your kids is an important job for parents and grandparents, but that can be easier said than done. Just as you work hard to secure your own financial future and legacy, it’s also important to ensure that your loved ones can find their own financial independence.

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Mar

14

2022

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Tips for traveling in retirement

Posted by: Dale Buckner

For those of us who love to travel, there are typically two major obstacles: time and money. The issue of time becomes less of an issue once we retire, but money remains a factor.

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