What is the Guided Retirement System?
If you have ever listened to America's Wealth Management Show, Dean, Bud, and I often reference the Guided Retirement System (GRS). But it dawned on me that anyone who hasn't been in...
Do You Have Financial Clarity, Confidence, and Control?
I think we're off, to what I would say, is a good start for the Dow Jones Industrial Average along with the stocks that reside there. Meanwhile, the S&P 500 is trailing a bit...
Is My Social Security Income Tax-Free?
How would you like to have clarity, confidence, and control in your financial life starting in 2022? To help you begin on the right foot, I'd like to review a few items in our most...
Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning...
This Christmas, You’re Getting An Extra Gift
It's December, and we have a lot to celebrate this Christmas season. As some of you know, my daughter was recently married, so we could spend time with family and friends, which is a...
The Importance of Retirement and Tax Planning
(and a little change at OFG you may have already noticed) It's December, and if you are one of the many that enjoy decorating your home for the holidays, this is your month to shine....
December Is Identity Theft Protection Awareness Month
December is Identity Theft Protection Awareness Month and we’re taking this month to share some ways you can help keep your identity safe. In 2019, 14.4 million people were victims of...
Creating Opportunities with Social Security & Taxes
I'll say it. I want to be someplace warmer right now. Here we are in November, and the temperatures in Florida sound pretty tempting right now. I understand why there are snowbirds....
How do I Create My Dream Retirement?
My oldest daughter was recently married in a beautiful ceremony in Florida. After it was over, it dawned on me the number of parallels throughout this wedding planning process is...