WAS BILLIONAIRE SONGWRITER, TRAVIE MCCOY, ONTO SOMETHING?
Is money valued the same way it was years ago? When I first heard the opening lyrics, “I wanna be a billionaire” … Read More
Financial Considerations for New Parents
You’re going to be parents – congratulations! After the initial excitement, reality of how much life will change settles in. To get … Read More
Social Security: What you need to know
Social Security is an important piece in the retirement planning puzzle. Social Security retirement benefits represent the largest piece of many retirees’ … Read More
VIDEO: Slicing the Global GDP Pie
The global economy has changed significantly over the last few decades. In this video Henry breaks down the global economy by investment … Read More
VIDEO: What Stock Market Index Numbers Actually Reflect
How are indexes such as the S&P 500 and NASDAQ 100 weighted and calculated? Why is it so important to understand what … Read More
What is “THE” Magic Number
How much do I need to be able to retire? Everyone wants to know the magic number that is needed to be … Read More
VIDEO: Lighthouse Tactical Model
The Lighthouse Tactical model is designed to participate in the markets on the upside and protect to the downside. This video will … Read More
VIDEO: What about the tariffs?
What IS a tariff? What’s the deal with China? What about the tariffs with other countries? We’ve received numerous questions such as … Read More
Living for today, while saving for tomorrow
How we interact with money is a deeply personal relationship that is born from a compilation of emotional and practical interactions with … Read More
Having the Awkward Conversation
An end-of-life conversation is one in which parents and their adult children (or other decision-makers) discuss the parents’ wishes for healthcare interventions, … Read More
When Retirement Comes Before You Had Planned
Over 50% of people retire earlier than originally planned– and not because they necessarily wanted to. How it Happens Why is it … Read More