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Financial security. One step at a time.


IT Costs HOW Much?

When I'm looking at a client's investment portfolio, one of the first things I look at is how much the investment is actually charging my client. Very little in life is free, and index funds, stocks and bonds are no exception!

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A New Approach to Annuities

QUESTION: Kevin, should I buy this annuity? ANSWER: Probably not. Slightly more helpful answer: It's not likely to be the best investment vehicle for you. Annuities have high fees and long reaching tax implications that make them poor choices for most people. If we look at your entire financial picture, we are apt to discover more fruitful ways of building your long term wealth and securing your financial future.

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Turning the Tables

Mother's Day was just a few days ago; I hope you had the opportunity to reflect on the mother figures in your life. Was talking to them about their wishes for end of life care on the list of dinner topics? No? I'm shocked by that resounding . . . .

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Let's Start with Why

Video presentation I recently gave to my professional business group discussing the "Why" of Step By Step Financial.

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