Cash Flow Relief through the CARES Act

By Jim Kilgore CFP(R), 2 April 2020 Congress passed the CARES Act to provide emergency assistance and health response for individuals, families and businesses. The CARES Act is providing 2 Trillion dollars in assistance. I am going to cover two ways you can get money...

Successful Retirement Based on Strategy

I have been around the financial advice industry long enough to understand all “financial advisors” are not cut from the same cloth.  There are financial advisors that work for large insurance companies and there are others, like myself, who are independent and...

What You Do, Depends on What you Own

March 23, 2020 Dear Clients and Friends, After another weekend of COVID-19 news I’m sure we are all on edge as we wait to see what the market has in store for the upcoming week. First and foremost, regardless of my opinion or anyone else’s, no one knows what to...