Newsletters

  • Work Hard (But Just Slow Down)

    “There’s a difference between ‘hard work’ and ‘working hard.’ One requires lots of energy; the other, lots of passion.” ~ Tony Walker, Registered Investment Advisor and financial author Americans all seem to strive for that perfect “work-life” balance. We work because that is our calling in life. And the fruits of our labor are a day’s wages so we can…

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  • Determine Your Level of Worry

    So what are you worried about right now? Your health, your kids, your job, your faith, your marriage, your money, your retirement? Chances are you’re worried about something. Americans do worry about retirement. Yet the average consumer thinks he or she is the only one who is worried. That’s because his or her neighbors are spending money as if it’s…

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  • Know the Rules of the Game

    When it comes to playing the money game, there are two “Golden Rules.” The first Golden Rule of money says: “The one who knows the rules, gets the gold.” The other Golden Rule: “The one who makes the rules, keeps the gold!” If you’re going to play to win, you better know the rules. Unfortunately, most people never take the…

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  • Create Your Own Retirement Vision

    According to Tony Walker, author of the WorryFree Retirement®, there are three key ingredients necessary to reaching your destination. Before getting started you must: Determine your “ideal” vision and then write it down. If it’s not written down in a place where you can go and review it regularly, then it’s not a serious goal to begin with. So simply…

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  • Top 10 Mistakes When Filing for Social Security

    While some retirees are simply uninformed, others are dangerously misinformed about Social Security. Unfortunately, when it comes to your retirement years, what you don’t know can hurt you. These misconceptions can prevent you from taking the steps that are well within your control to help maximize this important benefit. Here are 10 costly mistakes retirees often make about their Social…

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