See Your Financial Future
See your entire financial situation today, as well as every year into the future.
Leveraging decades of experience educating thousands of people all over the country, we use the latest technologies to show you what your entire situation looks like today - as well as every year into the future. When you have this kind of clarity in your financial future, you’ll be more confident in the decisions you need to make to improve it.
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If you don’t know where you’re going, any road will get you there.
We serve across a wide spectrum of opportunities
Are you doing everything you can to make the most of your, and your families, financial future?
We’re answering this question for people all over America.
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It’s hard, if not impossible, to give your financial future the attention it deserves. We can help.
Do you know how all the pieces of your financial situation fit together?
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Retirement
I recently put $25k into the stock market & I'm working to grow it to $1M. Join me for a short 1st full calendar year update - I'll show you exactly what I'm invested in, how it performed for 2023, and more.
I recently put $25k into the stock market & I'm working to grow it to $1M. Join me for a short 1st quarter 2023 update - I'll show you exactly what I'm invested in, how it performed the first quarter of 2023, and more.
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Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.
Join me on this episode as I discuss our 24-hour news cycle in light of the current coronavirus scare.
A look at how previous epidemics impacted the stock market in the U.S. & around the world.
What has changed for you in 2019? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins. In this episode, Eric shares 7 things to consider before 2019 ends.
Examining the potential differences between assumption and reality. In this episode, Eric shares 6 assumptions about retirement and the reality you may want to be ready for.
Social Security
When it comes to the question of Social Security income, the choice looms large. Should you apply now to get earlier payments? Or wait for a few years to get larger checks?
Where is everything? Time to organize and centralize your documents - here is a list and step-by-step instructions for you to consider.
What financial, business or life priorities do you need to address for 2014? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may prove crucial to the pursuit of those goals as well.
There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of money paralysis as they age – in which financial indecision is regarded as a form of “safety.”
When our parents retired, living to 75 amounted to a nice long life and Social Security was often supplemented by a pension. How different things are today! The good news is that life expectancy for women – as measured by the Centers for Disease Control – is now 81.1 years. The Social Security Administration estimates that the average 65-year-old woman today will live to age 86. Given these projections, it appears that a retirement of 20 years or longer might be in your future.
Many women are in charge of their financial lives, and proudly so. Some have become their own financial captains as a result of life events; others have always steered their own ships. Even so, there are too many women who are left out of financial decision making – some by their own choice.
In late 1995, the economy had been expanding – similar to today. Stocks were on a tear: a powerful bull market had begun in 1992, and it was far from over. Between 1992 and 2000, the Dow rose about 7,800 points. In fact, it gained almost 3,000 points (about 75%) between January 1995 and March 1997.
As you have no doubt heard, the United States government shut down at midnight (Eastern) October 1, 2013. There are many questions and concerns about this situation, but here are some basics.
QE1 and QE2 did boost inflation in the short-term; in fact, one of the things that prompted QE2 was the Fed’s concern about deflation in 2010. Yet inflation has lessened since QE3 started.
If you stopped most people on the street, you’ll find they have only a hazy understanding of what most financial and economic terms signify or reference. If you’ve ever been left dizzy by the jargon of the financial world, here is a brief article that may help clarify some of the arcana.
If you are like many baby boomers, your view of retirement is likely pragmatic compared to that of your parents. That doesn’t mean you have to have a “plain vanilla” tomorrow. Even if your retirement savings are not as great as you would prefer, you still have great potential to design the life you want. With that in mind, here are some things to think about
Social Security, the sequester, the long-term shortfall, COLA, taxation and more. Here is the latest...
In March, Social Security will stop mailing checks to all but a small percentage of retirees. About 5 million seniors still get their benefits in the form of a check - and if you are one of them, what alternatives do you have for the future?
What will change (and won’t change) as a result of the new legislation - here are the major details in the bill, which in the big picture would raise taxes by roughly $600 billion across the next ten years.
Investing
Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East.
Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates.
Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates.
There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week.
Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows.
Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials.
Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed.
Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names.
Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates.
Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.
Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.
Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data.
Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news.
Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors.
Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news.
Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news.
Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down.
Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures
Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict.
Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials.
Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024.
Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors.
Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum.
Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy.
Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report.
Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision.
Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year.
Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns.
Stocks posted a slight gain last week amid a shortage of news and light holiday trading.